Phases

Phase Overview

A Phase represents a set of buildings and infrastructure that should be constructed together within one process. A great example is a Sub-Division.

The following are the key things that are handled at the Phase level:

1. Vendor Contracts - This includes attaching the Vendor Contract and the default Vendor to the Construction Items to be used in this Phase (called Phase Items)
2. Color Selections - This is the list of default items used in Color Charts (aka Lot Selections or Upgrades and Extras).
3. General Reporting on the Phase - most people want to review budget to actual at the Lot level however, most of the reporting also exists at the Phase level to give you an overview of this Phase.

Important

Phase Items are best created by using the function "Push to Models" from the Construction Items. Even though it is technically possible to create a Phase Item directly in the Phase, do not do this unless you know exactly what you are doing.

You must setup a Phase to be able to use the system in any meaningful way however a Phase is typically just used as a compartment to hold information together. Most of the work is done on the Lot once you have created the Lots for this Phase.

One thing that is controlled very much at the Phase level are Vendor Contracts. You must setup Vendor Contracts for each Phase.

• The page has the following actions.

  • Phase Items
  • Vendor Contracts
  • Planning Lines
  • Work Orders
  • POEs (Purchase Orders for Extras)
  • Color Selections

• Related

  • Blocks/Floors
  • Job Cost Ledger Entries
  • Key Dates
  • Task Operations
  • Workflows

• Reports

  • Phase Budget Report