Project Settings - Phase Codes Set Up

Project Settings - Phase Codes Set Up

Phase Code Set Up

Open Phase Code Dialog

  1. From Project Settings Dialog Click to Open Phase Code Set Up Dialog

Add New Phase Codes
  1. Click On ADD button
  2. Enter your Phase Codes -  Enter Phase Code | Category | Description - Items entered here will show in the Phase Code Drop Downs on the Input Dialogs
  3. Once you have these Entered - Click on the ENTER button to transfer to the Project Phase Code Table - See Image Below

Modify Phase Codes
  1. If you need to Modify an existing item, click on the item
  2. Click the MODIFY button.
  3. Make the changes and then Click the ENTER button to complete the Modification

To Remove an Existing Phase Code
  1. Click on the Phase Code you want to remove to highlight
  2. Once item is highlighted click on the REMOVE button - A confirmation will appear
  3. Click Yes to Remove the Phase Code

To Import Phase Codes
  1. User can Import a List of Phase Codes from and Excel® spreadsheet.
  2. User can create a Phase Code List and / or Keep Updating a List and import this into the Program.
  3. The Spreadsheet must meet the format requirements to import - To create a Blank Template (see export below)

Export Phase Codes
  1. You can also Export phase codes to Excel® and add | remove | modify items and then Import back into program using the IMPORT and EXPORT functions.
  2. Do not change the headers (line #1) or the import will fail.  See image below

    • Related Articles

    • Phase Codes Setup

      Phase Code Set Up Project Settings Dialog - Click to Open Phase Code Set Up Dialog Add New Phase Codes  Click On ADD and enter your Phase Codes  Enter Phase Code | Category | Description - Items entered here will show in the Phase Code Drop Downs on ...

    • Project Settings Buttons

      Project Settings - Control Buttons  The Following Buttons Defined ENTER - Click Enter To Set Your Changes Made On the Project Settings Dialog to the Bill  ENTER - This is also used to Refresh the Bill - This will refresh and recalculate bill.  SAVE ...

    • Project Settings Buttons

      Project Settings - Control Buttons The Following Buttons Defined ENTER - Click Enter To Set Your Changes Made On the Project Settings Dialog to the Bill ENTER - This is also used to Refresh the Bill - This will refresh and recalculate bill. SAVE ...

    • Import / Export Project Settings

      Import and Export Project Settings File User can create multiple Project Setting Files Standard T&M Agreement Specific to Client ​Specific to Project Unlimited Project Setting Files can be created Once you have completed the set up for the project ...

    • Project Settings - Project Cost Setup

      Project Cost Set Up  - Showing Two Options for Materials | Equipment | Specialty Items Project Cost can be set up with cost and percentages. The Best way is to Export Price List to Excel and then Import it back into the program to convert to the ...