Working with standard databases > Building and modifying a standard database > Phases > Setting up a new phase

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Setting up a new phase

To set up a phase:

Open the Phase window in one of the following ways:
- On the ribbon, from the Phase/Item group on the Data tab, click Items.
- In classic view, click Database > Items.
- From the spreadsheet, right-click in a phase row, and then click Edit Phase on the shortcut menu.
(optional) If you opened the window from a phase row, use the Source option to save the new phase to either the estimate or standard database. Phases created from the Data tab are always saved to the standard database.
Click [Add].
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 phase.
When you finish setting up the phase, click [OK] to save it.
Set up additional phases in the same manner. When you finish, click [Close].

Tips:

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..
If you want the Phase window to remain in add mode after you save each new record, use the Automatic Add Mode option (a General option for the Sage Estimating application in the Options window).
You can use Edit Phase from the shortcut menu to copy a phase from an estimate to a standard database or from a standard database to an estimate. How?