How to add phases (or use sub projects)

Todd McQueen

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.

Paul Newcome

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.

Todd McQueen

Paul,

Thanks for your reply. You may want to check the instructions in this page and correct them as needed:

https://help.smartsheet.com/articles/2481191-use-phases-for-projects

Todd

Paul Newcome

That is actually instruction for 10,000ft which is an add-on of sorts. Those instructions are not for the base "Smartsheet".

Todd McQueen

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