To set up a phase:
-
Open the Phase window in one of the following ways:
-
If you are using the ribbon:
- From the group on the Data tab, click .
- Click [] > .
-
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:
- Click Database > Items.
- Click [] > .
-
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.
-
- Use the Source option to specify whether to save the new phase to the estimate or 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 (SQL) 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. For more information, see Copying standard database information to an estimate.