Phase window
This window is used to enter the code, description, unit of measure, job cost information, and notes for a phase. You should set up a separate record for every phase (divisions and subdivisions) you use for estimates.
When you click [OK] to save the phase, Sage Estimating reformats your entry by removing spaces and completing the suffix based on the Sage Estimating phase code suffix option.
To open the Estimate Phase window:
- On the ribbon, from the group on the Data tab, click .
- In classic view, click Database > Phases.
- From the spreadsheet, select a phase row, right-click, and then click Edit Phase on the shortcut menu.
Note: The source option indicates where the displayed group phase is stored. You can change a group phase in either the estimate or the standard database.
If you want to add or edit a phase in the standard database, select Database as the Source option. The window then becomes the Database Phase window.
Tips:
- Edit Phase is available on a button or on the shortcut menu when you are working with phases in other windows.
- If you want the Phase window to remain in add mode after you save each new record, use the automatic add mode option.