Setting up a new group phase

To set up a group phase:

1. Open the Phase window in one of the following ways:

   • On the ribbon, from the Phase/Item group on the Data tab, click Phases.
   • In classic view, click Database > Phases.
   • From the spreadsheet, right-click in a phase row, and then click Edit Phase on the shortcut menu.

2. (optional) If you opened the window from the spreadsheet, use the Source option to save the new group phase to either the estimate or standard database.

   Note: Group phases you create from the Data tab (or Database menu, in classic view) are always saved to the standard database.

3. Click [Add].

4. Complete the fields in the window. You can use [Copy] and [Prefill] for this purpose. At a minimum, you need to complete the Phase, Group phase, and Description fields to set up a new group phase.

5. When you finish setting up the group phase, click [OK] to save it.
6. Set up additional group phases in the same manner. When you finish, click [Close].

Tip: After you set up your phases, you can print the Phases report from the Reports tab > Database Reports group (or Reports menu in classic view) to check them.

Published: July 07, 2017
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