Creating a phase plan

Step 1

• Select Phase Pull from the menu bar

Step 2

• Phase settings will display
• Select the date
• Select area(s) to be included or use the generic phase lane

Step 3

• Add conditions of satisfaction
• Edit details for tag – Activity Name and Duration
• Add any constraints
• Connect tags (and milestones) and position based on sequence
• Tags will be the relative size

Quick drag - Add/Remove days

• You can quickly adjust the number of weeks for an activity by clicking or pressing and dragging the bottom right corner of the tag without accessing the tag menu.