Documentation Service Catalog Catalog Phase Form
Detailed guide

Catalog Phase Form

The Offering Phase form for defining the delivery phases that offerings and estimate lines are grouped under.

Use this form to create a clean record the first time or safely update an existing one without guessing which field drives downstream behavior.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Maintain categories centrally so estimate builders do not invent inconsistent naming patterns.

Put it into practice

  1. Check whether a phase already covers this stage of delivery before adding a new one, to avoid near-duplicate phases.

    InteractionsService Catalog > Phases: review existing phase names.

  2. Open the Offering Phase form and enter a short, recognisable Phase Name (for example Discovery, Build, Support).

    InteractionsPhases tab: click the phase quick-add or edit an existing phase row.

  3. Save and confirm offerings can now be grouped under this phase.

    InteractionsOfferings tab: check the Phase filter/dropdown includes the new phase.
    Open workflow: Catalog Offering Form

  4. If the phase supports active pricing, confirm estimate lines group under it as expected.

    InteractionsProject Estimate workflow: validate phase grouping on lines.
    Open workflow: Estimate Workflow

What to review

Page header and breadcrumb

Confirms whether you are creating or editing, gives you the back path, and is the quickest way to avoid updating the wrong record.

Primary form sections

The form is grouped so you can complete one block at a time instead of hunting for every field in a single long screen.

Required inputs and field labels

Every required label tells you what must exist before the record can be saved; blank or invalid values should be corrected before moving on.

Validation and inline errors

Use these messages as instructions, not warnings to dismiss. They tell you exactly which field blocks save and why.

Primary save action

Commits the record only after the form validates. Use it after reviewing every section because it is the action that changes workspace data.

Cancel or return action

Leaves the form and takes you back without finishing the workflow. Use it when you opened the wrong record or need to check related data first.

Phase Name

Phase Name is the only field: it is the delivery phase (for example Discovery, Build, Support) that offerings and estimate lines are grouped under, so keep it short and recognisable.

Guardrails

  • Phase Name is required and should be unique so offerings group cleanly.
  • Renaming a phase affects every offering grouped under it, so confirm the change is intended.
  • Keep phase names short and recognisable so estimate builders can scan them quickly.
  • Phase editing is a shared-catalog permission.

If it starts drifting

  • If a phase does not appear in the offering form, confirm it saved on the Phases tab.
  • If offerings look ungrouped, check they were assigned to this phase.
  • If two phases overlap in meaning, rename one rather than leaving duplicates.