Adding, Editing or Deleting Project Phases in Hub Planner

Estimated reading time: 3 min

Add, Edit or Remove a Project Phase

Let’s have a look at how to add, edit and delete project phases within Hub Planner.  See how to view and access phases within the Scheduler, Modal and the Dashboard.

Add a Phase from the Scheduler

Navigate to Projects Scheduler and select the project you wish to add a phase to.   Note; ensure to be in Grouped Rows view.  To access Project Grouped Rows view, click on the TV icon and select Group Rows.  So, from within the scheduler;

  1. Click 3 dots for the menu
  2. Add Phase
  3. Enter Phase Name
  4. Select Phase start and End Dates
  5. Repeat Phase option
  6. Alter color option
  7. Click Add Phase

Add_Project_Phase_from_Scheduler

The Phase is now visible in the Scheduler

View_Project_Phases_Scheduler

Project Dashboard 

You can also view the phases in a listing format via the Dashboard. All you need to do is to navigate to project dashboard. Phases and Milestones are visible within the Project Dates widget 

View_Project_Phases_Dashboard

Adding Phases in Settings

Navigate to Settings

  1. Account Set Up
  2. Project Phases

To Add a Phase

  1. Select Project from Drop Down list with search filter
  2. Apply Start Date
  3. Apply End Date
  4. Type Phase Name
  5. Click ‘Add’

Add_Project_Phases_Settings

Add_Project_Phases_Settings

Adding a Phase from the Project Modal

Navigate to the project modal you with to view, edit remove or add Phases.  Scroll to the 7th (Seventh) tab Project Phases. Here you can view existing phases from the project

To add phases:

  1. Scroll towards the bottom of the screen
  2. Click Add Screen
  3. Add Phase Title
  4. Add Phase Dates
  5. Assign Phase Repeat if required
  6. Click “Update’

To edit phases simply click on the fields you wish to edit and click update.  To remove, simply click ‘remove phase’ and click ‘Update’.

Add_Project_Phase_Modal

Change, Edit or Delete Phases from the Scheduler

Edit phases by clicking on the 3 Dots to access the menu.   You can edit the following

  1. Name of the Phase
  2. Start Date
  3. End Date
  4. Color

Click “Update Phase’ to save actions.

You can also Delete the phase from this menu too.

Edit_Project_Phase

Change, Edit or Delete Phases from Settings

Navigate to Settings:

  1. Account Set Up
  2. Project Phases
  3. Navigate to the phase you wish to edit or delete

You can edit the following

  1. Name of the Phase
  2. Start Date
  3. End Date
  4. Color

To Delete the Phase.  Click the ‘X’ at the end of the phase row. You will be asked to confirm deletion.

Edit_Project_Phase_Settings

Remove or Edit Phases from the Project Modal

Navigate to the Project Phases tab (seventh tab).  Select the phase you wish to edit or remove.

You can edit the following

  1. Name of the Phase
  2. Start Date
  3. End Date
  4. Repeating option
  5. Color

To delete a phase, simply click ‘Remove Phase’ and click ‘Update’.

Edit_Project_Phase_Modal

Further Reading

Have a look at Booking Categories and how they may help your project workflow.

Also a good read is How to Build a Simple Project Pipeline Flow

Tags:
Was this article helpful?
Dislike 1