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Build Phases, Milestones, and Deliverables

Before you start: You need an existing proposal or project to add phases to. See Create a proposal or Convert a proposal to a project.

Phases break your project into major stages of work. Each phase contains milestones (key checkpoints) and deliverables (specific outputs).

Opening the edit screen

Section titled “Opening the edit screen”

The Milestones & Phases tab (on a proposal) or Phases & Milestones tab (on a project) shows your phases and lets you change a phase’s status. To add or change phases, milestones, and deliverables, open the edit screen:

  1. Open the proposal or project.
  2. Go to the Milestones & Phases / Phases & Milestones tab.
  3. Click Edit Phases & Milestones on the tab (this opens the same edit screen as the Edit Proposal / Edit Project button at the top of the page).

The Phases & Milestones tab with the Edit Phases & Milestones button outlined

The Edit Phases & Milestones button appears only when the proposal or project can still be edited and you have permission to make changes.

Adding a phase

Section titled “Adding a phase”
  1. On the edit screen, go to the phases section.
  2. Click Add Phase.
  3. Choose the phase type from the list:
    • Schematic Design
    • Design Development
    • Construction Documents
    • Bidding Negotiation
    • Construction Administration
    • Post Construction
    • Commissioning
    • Marketing
    • Extra Services
    • Preliminary Design
  4. Set the status for the phase (Not Started, In Progress, Completed, Stalled, On Hold, or Cancelled).
  5. Save the phase.

Setting a phase status

Section titled “Setting a phase status”

To update the status of a phase:

  1. Open the proposal or project and go to the phases tab.
  2. Find the phase you want to update.
  3. Change the status using the status control next to the phase name.

Adding milestones

Section titled “Adding milestones”
  1. Find the phase you want to add a milestone to.
  2. Click Add Milestone within that phase.
  3. Enter the milestone name and any relevant dates.
  4. Save.

Adding deliverables

Section titled “Adding deliverables”
  1. Find the milestone you want to add a deliverable to.
  2. Click Add Deliverable within that milestone.
  3. Enter the deliverable name and details.
  4. Save.

Editing and removing

Section titled “Editing and removing”
  • Open the edit screen with Edit Phases & Milestones (or Edit Proposal / Edit Project), then change any phase, milestone, or deliverable’s details.
  • Use the delete or remove option to remove an item. Removing a phase will also remove its milestones and deliverables.
Section titled “Related pages”