Phase Codes

The Pricing Screen and Phase Codes

Overview:

Alt+F8

Phase Codes are one of the “optional” database in The EDGE the user can create to improve their estimating capabilities and to match the way they estimated prior to having The EDGE. Therefore, before you can edit Phase Codes in the Pricing screen you must have set up and established the Phase Code database. Please see Phase Code Database for information on how to build the database.

Pictured above is the Phase Code screen of the Pricing screen. The field(s) that appear in Green are being imported from the estimate. They can not be changed, if you have to change one of these fields you have to go back into the job to do it. All the fields that appear within the yellow area can be edited in this screen. Just click in the field and start typing. If you make changes here be sure to save the changes back to the database or else they will be lost.

The Pricing screen allows you to edit, change or modify existing Phase Codes. To effect such a change all you have to do is take your mouse and click in the lower right corner of the Phase Code field, the Phase Code database screen will open for you. Make your selection from the drop down. You have to repeat this procedure for each Phase code you wish to change.