Adding a Stage to a Schedule
A Stage is a series of related tasks grouped around the skill requirements and level of authority of the person or area assigned to complete them.
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Find the Assignment.
The Assignment Details page appears. -
Click the Schedule tab.
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Select the schedule you want to add stages to in the drop-down list as per example below 'Preparation of tax return'.
4. STEP: type the next sequential number into the Step field.
5. STAGE: type a description into the Stage Description.
A stage description might be entered like this:
Commence Job and if it is typed as Step 1 the Predecessor is None
Preparation and the Predecessor is Commence Job (1)
Review and the Predecessor is Preparation (2)
Finalising and the Predecessor is Review (3)
6. PREDECESSOR: choose a predecessor from the Predecessor drop-down list. (This is the previous stage you entered.)
7. STATUS: displays Not started.
8. BUDGETED HOURS, CHARGE, ACTUAL HOURS, ACTUAL CHARGE columns remain blank.
9. DUE COMPLETE: display the due date of the schedule
10. MILESTONE: from the drop-down list choose the milestone associated with the assignment.
Repeat steps 4 to 10 for each stage you are creating.
9. Click OK on the Assignment Details page to save the stages.