Set up Phases for the Project
You must set up phases for each project in order to define the cost estimates for the project.
This is the third step in the Project Setup process.
Job and cost type estimates are created when the phases are set up on the project. These estimates can either be imported or manually entered directly into the application. Follow the steps below to manually add phases and cost types to a project.
This process only covers completing the required fields and basic setup. When going through these steps, you can move the cursor into any field on the form and press F1 to open field level help and get more detailed information about that field.