Creating Phases in admation
Phases are used to categorise the different stages of a project. They can be applied to each and every project, and are unique to your organisation's set up. Depending on how you do business, you can set up different phases in admation.
To create phases in admation, head to the admin bar at the top of your screen. A user will only see the admin button if they have specific permissions.
Then click Phases.
You may also edit an existing phase from this screen by clicking the pen icon .
If you'd like to create a new phase, click New Phase on the right hand side of your screen. Then you'll need to decide on the name of your phase. Select the Colour you'd like to associate with this phase. If you'd like to use colours that are either specific to your brand's guidelines or different the colours shown below, then chat to your admation client success manager.
Then you'll need to allocate a sort order. Note that by default, the phase allocated the highest sort number (ie. 1) will be shown by default when you create a project in the system, as of admation release 3.85.
Once you've sorted the phases, click Save.
Sorting all Phases
If you decide that you'd like to sort all phases for your admation set-up, you can also use the up/down buttons to toggle the order without editing your items one by one.
To delete an existing phase, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.