Changing an existing phase

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

   • If you are using the ribbon:

     1. From the Elements group on the Data tab, click Items.
     2. Click [Edit] > Edit Phase.

     3. Select the phase you want to change.

        You can click to choose from a list of existing phases, or scroll through the phases using [<<] and [>>].

   • If you are using classic view:

     1. Click Database > Items.
     2. Click [Edit] > Edit Phase.

     3. Select the phase you want to change.

        You can click to choose from a list of existing phases, or scroll through the phases using [<<] and [>>].

   • 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.

2. Make the changes you need.

   • To change the phase code, click [Renumber], and then enter the new code in the Phase field.

   • To change an entry in a text box, click in the box, drag the cursor to select the entry, and then type the new information.

   For more information, click on the title bar of the window and then click a field or button

3. When you finish changing the phase, click [OK] to save it.

4. Change other phases in the same manner.

   When you finish, click [Close].