Settings > Projects > Phases
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.
General rules for phases:
- Phases are created by Administrators.
- Phases can be added to new or existing projects by Administrators or Manage All users.
- 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:
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.
- Select Settings > Projects > Phases.
- Select the icon to add a phase and enter a "Title".
- Phases can be automatically added to new projects by checking the checkbox for Automatically add phase to new projects.
- Select Save Phase to confirm.
- Once the phase is created, they can be edited or can be reordered by dragging and dropping.
- In Settings > Phases, select the required phase.
- Select a phase, then select Add sub-phase and enter a Title.
- Select Save Sub-Phase.
- Once the sub-phase is created, it can be edited and the ordering can be adjusted similarly to Phases.
Delete Phases or Sub-Phases
- In Settings > Projects > Phases, select the phase to delete.
- An additional selection has to be made if you are deleting a sub-phase.
- 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.