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Art of the Deal
Phases

Phases

IN THIS ARTICLE

A Phase is a subset of a deal containing the price, scope and schedule for a set of estimates.

Deals are organised into a linear sequence of phases - that contain the scope, and schedule for a set of estimates that are delivered together for a specific value (price).

You can have up to 5 phases in a deal, but the first one is created automatically as part of a new deal.

View phases

You can view the phases in the deal overview, or via the phase switcher on the estimates, scope or schedule page of a deal.

Summary of phases on the deal overview
Summary of phases on the deal overview

Switch (or edit) phases directly from other pages
Switch (or edit) phases directly from other pages

Managing phases

You can add, remove, reorder and duplicate phases.

A default phase is created as part of a new deal
A default phase is created as part of a new deal

As you add estimates, progress appears against the target price (if set)
As you add estimates, progress appears against the target price (if set)