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.

General rules for phases:

• Phases are created and edited by Administrators.
• Phases can be added to new or existing projects by Administrators or Manage All users.
• An account can have up to 100 phases.

Roles can also be created using phase dates. 

Table of Contents:

• Create Phases
• Delete 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 > Projects > Phases.
2. Select the    icon to add a phase and enter a "Title".
3. Phases can be automatically added to new projects by checking Automatically add phase to new projects. 
4. Select Save Phase to confirm.
5. Once the phase is created, it can be edited or can be reordered by dragging and dropping. 

Delete Phases

1. In Settings > Projects > Phases, select the phase to delete.
2. Select Delete 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.