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Add a stage

Stages, along with milestones, are the main building blocks in a multi-stage project. Stages offer the basic project functionality, including content, tasks, a budget, and resources management, while interacting with other stages and milestones in the project. Stages have the same details page layout as basic projects.

You can add multiple hierarchy levels to the multi-stage project structure by adding a:

  • Linked stage - a linked stage is connected to other predecessor or successor stages/milestones. A successor stage's start requires completion of the predecessor stage.

  • Sub-stage - a sub-stage is a child stage within a parent stage. A parent stage's completion depends on the completion of all the children stages.

Standard operations are available for stages.

To add a stage to the project:

  1. On the menu bar, click Project and select Projects.

  2. On the Projects page, select the multi-stage project to which you want to add a stage.

  3. On the project details page, click the Timeline tab, click New and select Stage.

  4. In the New project dialog box, enter the following details:

    • Name - the name of the stage. This field is required.

    • Start Date - the date the stage is to start. Click the date picker or enter a date. Leave the start date blank if this project is going to be used as a template.

    • Duration - the duration of the stage in days.

  5. In the OPTIONS section, if you want the stage to automatically start when the predecessor stages are finished and the stage status set to In progress, click the Activate when all predecessors are finished switch to make it active.

  6. To copy attachments from prececessor stages, click the Copy attachments from predecessor switch to make it active.

  7. To specify the status of the content copied from the predecessors, click Add and select the check boxes next to the statuses and then click OK.

  8. Click Create.

To add a linked stage:

  1. On the menu bar, click Project and select Projects.

  2. On the Projects page, select the multi-stage project to which you want to add a linked stage.

  3. On the project details page, on the Timeline tab, next to the stage to which you want to add a linked stage, click More actions and select Add linked stage.

  4. In the Add linked stage dialog box, enter the following details:

    • Name - the name of the stage. This field is required.

    • Start Date - the date the stage is to start. Click the date picker date picker or enter a date. Leave the start date blank if this project is going to be used as a template.

  5. In the OPTIONS section, if you want the stage to automatically start when the predecessor stages are finished and the stage status set to In progress, click the Activate when all predecessors are finished switch to make it active.

  6. To copy attachments from prececessor stages, click the Copy attachments from predecessor switch to make it active.

  7. To specify the status of the content copied from the predecessors, click Add and select the check boxes next to the statuses and then click OK.

  8. Click Create.

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