Create a phase plan

A phase pull is used to collaboratively define a high-level plan for a specific phase of work. It aligns teams by working backwards from a target milestone and identifying the necessary sequence of tasks to reach it. 

Unlike the  Weekly planning view, which focuses on day-to-day execution, the phase pull area allows teams to visualize the bigger picture — showing how each activity fits into the overall flow of a phase. Its focus is on the scope, sequence and duration of a project phase. 

Phase pull planning is ideal for: 

• Understanding task sequences and handoffs
• Identifying potential constraints early
• Improving alignment across trades before weekly execution 

Accessing the phase pull view 

To begin creating or reviewing a Phase Pull plan: 

1. From the left-hand side menu, click on the Phase Pull button. 
2. The Phase Pull Log dialog will open in the center of the screen.
3. In this dialog, you can:
   • Select a start date for the phase pull view.
   • Choose the lanes that you want to include in the plan
     
   • Import master activities 
4. Click Save to open the Phase Pull view or Cancel to remain in your current view. 

Change phase settings 

To adjust the lanes or date in your Phase Pull view: 

1. Click the Phase Settings button in the top menu bar when in the phase pull view. 
2. This reopens the Phase Pull Log dialog.
3. Modify the date or lanes as needed.
4. Click Save to apply the changes or Cancel to discard them.