How to Add Phases to a Job in Knowify

If you have a job that was made active with no phases, or if you want to add additional phases to a project, you can do this in the project’s Plan & Track tab. First, find the job you’d like to add the phase to in Manage Contract Jobs and open it up by clicking on it:

Once in Plan & Track, you can click “Switch to Edit Mode” at the bottom of the screen:

Once in edit mode, there will be an Add Job Phase button at the bottom of your list of phases:

This will create a blank phase to add a name and budget to. Once you have the information filled in, click “Switch to Active Mode” to start tracking costs against it:

If you have more questions on this, please e-mail support@knowify.com