Phase Exclusions from Auto Import
Mosaic offers the convenience of excluding certain phases and their subphases from the automatic import and linking feature.
To Add a Phase Exclusion:
- Log in to your Mosaic account using an Admin account.
- Navigate to the Integration page.
- Click on the Gear icon to open the Integration Settings modal.
- Under Phase Import, select
Excluding some Phases
, and then click onExclusions
.
![](https://files.readme.io/cf2de9b-Screenshot_2023-08-02_at_3.21.47_PM.png)
- Click on
+ Exclusions
and choose the phase you want to exclude.
Please Note:
The Phase Exclusion Rule also applies to the phase's child subphases.
![](https://files.readme.io/103f2fe-image.png)
- To remove a phase from the Exclusions List, click on
+ Exclusions,
find the phase, and click on the redRemove
button.
![](https://files.readme.io/e680055-image.png)
By using this simple process, you can manage phase exclusions to streamline your automatic import and linking functionality effectively.
Updated 12 months ago