Phases command
Use this command to create and edit individual phases for the estimate (Estimate Phase) or for the standard database (Database Phase).
- 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.
This command opens the Estimate Phase window where you enter the code, description, unit of measure, job cost information, and notes for each phase.
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.