To simplify making changes to Phases, you can use the Update Phase Details feature.
To make edits or remove a Phase:
-
While in a Client Matter Phase budget, click the Update Phase Details button on the Content tool ribbon.
Each of the Phases associated with the budget are displayed in the Update Phase Details window. Each has a title bar with a numerical order assigned with it. Each has the contents displayed that allow you to make edits.
- Click inside the appropriate field to make changes. You can change the following:
- View Name
- Phase Number
- Delete Phase (check box)
- Start Date
- End Date
- Click the Update button when finished.
If any of the Phases are set to be deleted, click the Yes button on the Delete Phases window to confirm the removal. The changes will be reflected within the Budget display.
The Customize button lets you change the view within the Update Phase Details window. You can change the Sort and Filter views by toggling them with the Customize list.
The check marks next to each line work like a toggle to indicate whether the line will be displayed or not displayed. Click on them to perform the toggle. Any filters are listed at the bottom. .
To make the changes occur, click outside the list when done.
You can uncheck or click the small 'x' next to the filter to remove it. Notice that the Delete line has been removed from the display. The default returns when the Update button is clicked. This is useful if you have numerous lines within a budget phase and you want to sort and filter to narrow the viewing field to make changes.