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Phases are used to categorize tasks on a job. Tasks can be grouped by Phases on a Project Schedule and on reports.
Select Maintenance from the Main Menu. Hover over the Project Schedule button and select the Phase button from the menu to open the Phase Maintenance application.
Upon entering the Phase Maintenance application, all defined Phases will display with the associated information, sorted by description.
To add a new Phase, click the New button and enter the following information:
Description - A description of the Phase, containing up to 40 characters.
Order Number - The order in which the Phase is processed, in relation to other Phases.
Is Inactive - If a Phase is no longer in use, it may be marked as Inactive. Inactive Phases will no longer be available for selection within Project Schedule.
Phases that are no longer in use cannot be deleted, they must be marked as inactive.
When completed, click the Save button on the toolbar to add the new Phase. The new record will be displayed at the top of the grid, as any column sorting will be removed.
To discard the entry of a new Phase, click the Cancel button at the end of the Phase row or the Cancel button on the toolbar.
Sort - Click on the Column Header to sort the column in ascending order. Once in ascending order, the Ascending arrow appears by the Column Header. Click on the Ascending arrow to sort the column in descending order. Notice the arrow changes to Descending.
Filter - Click on the Filter button to display a filter of items available to limit the column by.
The items per page selection determines the number of Phases that display at a time on the grid. The default page is set to 50 but can be modified to display All, 10, 20, 50, 100 or 200 Phases per page.
The grid's footer indicates the total number of pages that are available for viewing. Use the Change page navigational arrows to view additional codes. Save changes to the screen before using the Change page navigation.
Upon initial view of the Phase Maintenance application, only active Phases are displayed. To view Phases that are inactive, click the Show Inactive slide bar, located top right corner of application. To display just the active Phases, click the Show Inactive slide bar.
Both the Description and Order Number fields can be modified, as well as the Is Inactive field. When modifying is completed, click the Save button on the toolbar.
To delete a Phase, click the Delete Row icon located on the individual Phase row. A message will display verifying that the Phase is to be deleted. Click OK to delete the Phase, otherwise click Cancel to not delete the Phase.
A Phase cannot be deleted once it is in use. If the code is no longer being used, make the record inactive by selecting the Is Inactive box.
To generate a report listing all Phases, click the Export to Excel button on the toolbar. If the Show Inactive slide bar is on or columns are sorted in a specific way, the report will include both the inactive Phase Descriptions and the selected sort.
Click on the x on Phase Maintenance to exit the maintenance application.
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