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 Elements group on the Data tab, click Phases.
   • In classic view, click Database > Phases.
   • From the spreadsheet, select a phase row, right-click, and then click Edit Phase on the shortcut menu.

2. Use the Source option to specify whether to save the new phase to the estimate or 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].