How to add phases (or use sub projects)
In MS Project I often used subprojects and could easily reference them in one row of the WBS. So, I looked for instructions on how to do this and the most relevant hit suggested that "phases" be used. However, the help instructions are either wrong or I am not interpreting them correctly. The instructions say to add a phase, open the schedule (I am assuming the Gantt / WBS), click a white space, then select Add a Phase. However, clicking a white space in a row just puts you into edit mode for that column within that task row. Right-click does not product the desired option to Add a Phase.
Searches of the help topics with "subproject" and "phase" have been unproductive.
Answers
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I have never seen an option to "Add a phase" in Smartsheet. Are you sure that you were reading the correct instructions?
To add a sub-project or sub-task, you can indent lower rows under the parent and leverage the built in hierarchies.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Paul,
Thanks for your reply. You may want to check the instructions in this page and correct them as needed:
Todd
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That is actually instruction for 10,000ft which is an add-on of sorts. Those instructions are not for the base "Smartsheet".
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Sorry, I was thinking 10,000ft was just a different knowledge base. I must be flying an ultra-light. ;) I will look into whether our account qualifies for the product. - Todd
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