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Project Sections

Organize project work into phases, sprints, and workstreams.

Overview

Project sections group work inside a Project. They support predictable navigation and timeline planning.

Key Concepts

Project section

A project section is a container inside a Project. Sections group work into phases, sprints, or workstreams.

How It’s Used

Sections are flexible.

Common patterns:

  • Phases: Plan, Design, Build, Test, Deploy

  • Subphases: nested under a parent section

  • Sprints: Sprint 1, Sprint 2, Sprint 3

  • Workstreams: Change Management, Data Migration, Integrations

  • Milestones or other stages

Modeling phases and sprints in Transform

Transform does not use dedicated “Phase”, “Subphase”, or “Sprint” object types.

Use sections instead:

  • Phase → top-level section

  • Subphase → child section under a parent

  • Sprint → section named by sprint (for example: Sprint 2)

  • Workstream → section grouped by functional area

Section fields and behavior

Typical section fields:

  • Name

  • Parent section (for nesting)

  • Start date / end date (for timeline planning)

  • Status (if enabled)

  • Budget (if enabled)

For Gantt usage, set section start and end dates early.

Benefits

  • Predictable navigation for large Projects

  • Cleaner timelines in Gantt views

  • Clearer ownership when sections map to workstreams

Setup Steps

1

Create top-level sections

Create sections for major phases or workstreams.

2

Add child sections (optional)

Nest sections for subphases and sprints when hierarchy is needed.

3

Set section dates

Set start and end dates for timeline planning and Gantt visibility.

Sections on the Gantt chart

When a section has start and end dates, it shows as a bar on the Gantt chart.

This lets you see phases and sprints alongside individual tasks.

Tip: In many setups, you can adjust section dates directly in Gantt.

Best Practices

  • Use top-level sections for major phases or workstreams.

  • Use child sections for subphases and sprints.

  • Keep section names unique within a Project.

  • Add dates so timelines stay accurate.

  • Use a consistent naming pattern across Projects.

Summary

Project sections group work into phases, sprints, and workstreams. Section dates enable clear Gantt timelines.

Related:

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