How can I move a project to the next phase?

What will you find in this article?

• Moving subcontractors forward: How to bring a selection of companies along with you.

• Transferring documents: Moving the necessary files to the new phase.

• Finalizing the project phase: The last step in the project settings.

• Understanding phases: How to switch between views of different project phases.

Summary

You do not need to create a new project for a new phase. First, transfer the desired subcontractors and documents using the “Edit” button in the relevant overviews. Then, adjust the main phase of the project in the project settings under the project structure.

Prerequisites and Target Audience

This article is intended for project managers who want to move a project from, for example, the estimation phase to the execution phase. Make sure you have the necessary permissions to change project settings.

Transferring subcontractors

Before changing the project phase, determine which subcontractors will move on to the next phase.

1. Go to the Communication section.

2. Select the subcontractors you want to include. There are three ways to do this:

   • Click the checkbox next to the company name.

   • Use the View option to filter by, for example, 'Status'.

   • Use the Select option to check a specific group.

3. Click the Edit button (2) in the bottom right corner.

4. Select the option "Include subcontractors in the next phase" (3).

5. In the pop-up, select the desired next phase.

6. If desired, check the box next to "Carry over status" to retain the specialists' current status. [Image: The "Edit" menu in the communication overview with the option to carry over subcontractors]

Transfer documents

After the specialists, transfer the relevant documents to the next phase.

1. Go to the Documents section.

2. Select the documents you want to carry over by checking the box next to the file name or use the Select option.

3. Click Edit (2) in the bottom right corner.

4. Select Take documents to another phase (3).

5. Select the target phase in the pop-up that appears. 

Transfer project to another phase

Once the data has been transferred, update the project’s overall status.

1. Navigate to Project Settings.

2. Navigate to the Project Structure section.

3. Here, switch the project to the next final phase.

4. Use the View button in the project to switch between the different phases; the previous phases will always remain visible. You can also revert the project to a previous phase at any time.

Frequently Asked Questions (FAQ)

Question: Will I lose my data from the previous phase if I move the project forward? Answer: No, the previous phases will always remain visible via the 'View' button. You can even revert the project to a different phase at any time.

Question: Do I have to transfer all subcontractors at once? Answer: No, you can use the filters and selection options to specify exactly which subcontractors are relevant for the next phase.

Troubleshooting

• Symptom: I don’t see the subcontractors in the new phase.

  • Cause: You likely adjusted the project phase in settings but did not first transfer the specialists via 'Communication'.

  • Solution: Reset the view to the old phase, follow the steps under 'Transfer subcontractors,' and then switch back to the new phase.

• Symptom: The 'Edit' option is not visible.

  • Cause: No subcontractors or documents have been selected.

  • Solution: First, check the desired rows in the overview; the 'Edit' button will then appear at the bottom right of the screen.