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 Subdivision.

• To access, search Phases.

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 the budget to actual at the Lot level. However, most of the reporting also exists at the Phase level to give you an overview of the 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 Lots for this Phase.

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

• Blocks/Floors Action.
  • To access, from Phases, go to related, then choose Blocks/Floors. A Block represents a block of townhouses (or houses) in a low-rise phase or a floor in a high-rise phase. Page "Blocks/Floors" allows a user to define blocks (floors) for a phase.