1. Update Project Type – Project Phase    


1. In the Company Profile, go to the ‘Default Settings’ section then ‘Project Types’. This is the section where you can manage different ‘Project Types’.


2. Click the Project Type Name or the ‘Edit’ Icon.


3. After that, you will reach the Project Type Settings page. Scroll to ‘Project Overview’ section then ‘Project Phase’. Click the ‘Edit’ button.


4. In the Edit Phase page, click the ‘+ New Project Phase’ link to add a new one. Once done, enter the data in the input field and then click the ‘Update’ button to save changes.


5. To update, select the ‘Project Phase’ then apply the necessary changes in the input field (E.g. Project Initiation). Once done click the ‘Update’ button to save changes.


6. If you want to delete a ‘Project Phase’, go to the input field and click the delete icon ‘x’ (E.g. ‘Project Definition’). Once complete click the ‘Update’ button to save changes.