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IN THIS ARTICLE

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

CONTENTS

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.

<aside> ☝ A deal can have up to 10 phases

</aside>

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