Changing an existing phase

1. Open the Edit Phases 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. If you are changing a phase in the standard database rather than the estimate, click the [Database] button, if it is available.

   Important! If you have an estimate open, the Edit Estimate Phase window opens when you select Phases on the ribbon or the Database menu. Always check the window title to confirm whether you are editing an estimate phase or a database phase.

3. Make the changes you need, as follows:

   • To change the phase code, double-click the Phase cell and then type the new code in the cell.

     Note: You cannot change or remove a phase code if items are assigned to it.

   • To change the Description , select the cell, and then type the new information. If you just want to change a few letters, you can also double-click in the cell, and then use the arrow keys to position your cursor where you want to enter or delete letters.

   • To make the phase a group phase, select the Is Group checkbox. (Conversely, if it is a group phase that you want to demote to a regular phase, clear the checkbox.)

     Note: You can change the group phase selection only if no items are assigned to the phase.

   • To change the unit of measure, select the cell in the Unit column, and then select a different unit of measure from the dropdown list.

   • To remove a phase, select the row on the grid, and then click [Remove] to mark the phase for removal. You can also right-click the row, and then select Remove from the shortcut menu. (Estimating removes marked phases when you click [OK], in the next step.)

   • To restore a phase that you removed (provided you did not save the change by clicking [OK]), select the row on the grid, and then click [Restore]. You can also select Restore from the shortcut menu.

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

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

5. Change other phases in the same manner.

6. When you finish, click [Close].