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Edit Estimate/Database Phases window

Changing an existing phase

How units of measure are used in Sage Estimating (SQL)

Setting up a new phase

Deciding how to code phases

What happens when you enter phase codes

Phases command

Use this command to open the Edit Phases window where you can create and edit phases for the estimate or for the standard database.

Phases are one of the ways to organize the standard database into similar types of work or tasks. There can be two levels in the phase hierarchy.

Group phases (divisions) classify phases into work-related groups.
Example: The Sitework group phase might include Asphalt Paving, Fine Grade, and Landscaping phases.

Phases (subdivisions) classify items into work-related tasks.
Example: The Asphalt Paving phase might include Type H Asphalt material, Crusher Run Base, and Asphalt Primer items.

  • 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: If you want to add or edit a phase in the standard database, select the [Database] button to open the Database Edit Phases window.

You can enter or edit the code, description, unit of measure, and notes for each phase.

Tip: Edit Phase is available on a button or on the shortcut menu when you are working with phases in other windows.