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Changing an existing phase

Setting up a new phase

Deciding how to code phases

What happens when you enter phase codes

Edit Estimate/Database Phases window

The name of this window depends on whether you are editing an estimate phase or a database phase.

You use this window to enter the codes, descriptions, units of measure, job cost information, and notes for phases.

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.

Note: You should set up a separate record for every phase (divisions and subdivisions) you use for estimates.

To open the Estimate Phase window:

  • 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.

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

Tips:

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