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. Open Account Settings by clicking Settings on the main navigation bar.
2. Click Projects the secondary navigation bar.
3. Click the Phases tab.
4. Click the + icon to add a phase, which opens a new draft phase.
5. Enter a Title.
6. Phases can be automatically added to new projects by checking the checkbox for Automatically add phase to new projects.
7. Click Save Phase to create or Cancel to withdraw.
8. Once the phase is created, the ordering can be adjusted accordingly. 

Create Sub-Phases

1. While in Settings > Phases, select the required phase.
2. Click + Add sub-phase, which opens a draft sub-phase.
3. Enter a Title.
4. Click Save Sub-Phase to create or Cancel to withdraw.
5. Once the sub-phase is created, the ordering can be adjusted accordingly. 

Delete Phases or Sub-Phases

1. While in Settings > Phases, select the phase to delete.
   
   • An additional selection has to be made if you are deleting a sub-phase.
2. Click Delete Phase or Delete Sub-Phase depending on your action. 
   • A confirmation message appears if a phase is associated with a project.
   • No confirmation message appears if the phase is not associated with a project.