Changing an existing 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.

   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. Select the group phase you want to change.

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

3. Make 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 in the new information.

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

5. Change other group phases in the same manner. When you finish, click [Close].