Project Phases

Feature

In version 3.9 of the Goldenseal estimating software, we're adding Project Phases.

A Project Phase is a separate "mini-estimate" that you can add as a line item in an Estimate.

You can use Phases to simplify the appearance of the main Estimate, or to create a "stock" set of work that you can include easily in multiple Estimates.

Suggested By

User feature request.

How to Use

To create a Project Phase, follow these steps:

1. Choose Project Phases from the Income menu.
2. Click the New button.
3. Enter details for the "mini-estimate". A Project Phase has all the features of a regular Estimate.

To include a Phase in an Estimate,follow these steps:

1. Choose Estimates from the Income menu.
2. Locate the Estimate to which you'd like to add the Phase.
3. Click in the breakdown table, at the place where you'd like to add the Phase.
4. Choose Table from the Edit menu, and choose Insert Row from the submenu.
5. Enter Project Phase into the Cost Area column.
6. Enter a specific Phase into the Cost Item column.

Technical Details

We are still tinkering with this feature, so you should consider it as a "beta" version. It may have some quirks in the next version or two.

Please report any problems that you have with Project Phases, and we'll get them fixed in the next release!