How do I customize the default project phase names (e.g., Define, Design) to match our organization's specific project stages?

Published on September 25, 2026 QuoteX

You can easily customize project phases by updating the global picklist settings:

1. Go to Setup and search for Picklist Value Sets (or Global Value Sets).
2. Open the Phases value set.
3. Add your organization-specific phase names.
4. Deactivate the default out-of-the-box values (like Define or Design) instead of deleting them to prevent data loss on existing records.
5. Assign a distinct color code to each custom phase for optimal dashboard visibility, Follow this article to apply color code.

Knowledge Article Number: KA-00426