Create and Delete Phases on an Account

Phases are an optional feature in Bridgit Bench that helps outline different stages of a construction project. Phases can also be used if a job is paused while construction is underway. Bridgit Bench allows sub-phases under a parent phase.

Here are some general rules for phases:

• Phases are created by Administrators.
• Phases can be added to new or existing projects by Administrators or Full Contributors.
• An account can have up to 20 phases.
• A phase can have up to 20 sub-phases.

Roles can also be created using phase dates. 

Table of Contents:

• Create Phases
• Create Sub-Phases
• Delete Phases or Sub-Phases

Create Phases

Note: If an account has existing custom project fields that have a field title with “Start” or “End” appended, phases can't be created with duplicate titles. For example, if a custom project field exists with a field title of “Construction Start” or “Construction End”, then an admin cannot add a phase titled “Construction” to the account. This rule is in place to avoid potential confusion caused by duplicate project-related columns under List views.

1. Select Settings on the main navigation bar.
2. Select Projects the secondary navigation bar.
3. Select the Phases tab.
4. Select the    icon to add a phase and enter a "Title".
5. Phases can be automatically added to new projects by checking the checkbox for Automatically add phase to new projects. 
6. Select Save Phase to confirm.
7. Once the phase is created, the ordering can be reordered by dragging and dropping or edited .

Create Sub-Phases

1. In Settings > Phases, select the required phase.
2. Select  Add sub-phase and enter a Title.
3. Select Save Sub-Phase.
4. Once the sub-phase is created, it can be edited and the ordering can be adjusted similarly to Phases. 

Delete Phases or Sub-Phases

1. In Settings > Phases, select the phase to delete.
   
   • An additional selection has to be made if you are deleting a sub-phase.
2. Select Delete Phase or Delete Sub-Phase. 
   • A confirmation message appears if a phase is associated with a project.

Note: No confirmation message appears if the phase is not associated with a project.