How Do I Create Project Phases and Segments?

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A parent project can be broken down into child projects called phases. Phases can be further broken down into segments and segments into sub-segments. Each of these has a complete project profile including an optional budget, fee schedule and other elements. You can view the hierarchy on the Project screen grid.

 

There are three ways to create a phase:

 

 

Using the Create Phase Option

To clone a phase from a project record:

 

  1. Open Project screen from the Lists menu.

  2. Click the ID of a listed project. This will be the parent project for the new phase.

  3. On the General tab, click Create Phase. The Project Phase screen opens.

  1. Enter the phase details: Phase, Description, Name, Contract Amount and Contract Type. Optionally, you can allocate a percentage of contract amount to it from the parent project.

  2. Click Save and then Close.

  3. To create a segment of this phase, select the project phase from the grid list and repeat the above steps.

    When creating a segment for a project phase, BillQuick Online uses the Project ID of the phase as the Code. It adds the Phase to it to create a Project ID for the new segment. For example, if an existing phase is 09-PV Country Club:2 and you are creating a segment for it, BillQuick Online will pre-fill its Code as 09-PV Country Club-2 and attach a Phase name (specified by you) to it separated by a colon.

  4. When you have finished, click Save and then Close.

 

Linking Child Project to Parent Project

You can link a new child project to a parent project. To create and then link a project (phase, segment or sub-segment) to its parent record:

 

  1. Open Project screen from the Lists menu.
  2. Create a new project.
  3. Move to the Details tab. In the Phase Information section, select the ‘Set this Project as a Phase of’ option and then select a parent project from the list.
  1. Enter the ‘% of Total Project’ contract amount of the parent project to distribute to the phase (child project below in the hierarchy). For example, if the contract amount of a main/parent project is $100,000 and you specify 25% here, then BillQuick Online assigns $25,000 to the phase.
  2. Optionally, enter an appropriate Phase Description and click Save.
  3. To create its segment, select this project phase as a parent project (at step 3) and repeat the above process.
  4. When you have finished, click Save and then Return.

 

Cloning Project Hierarchy

To clone an entire project hierarchy from a parent/main project to the sub-segment at the lowest level:

 

  1. Click Lists on the navigation bar and select the Project tab.
  2. Select your parent project from the list and click Clone to open the Project Clone screen.
  1. In the Clone From field, select the parent project whose entire hierarchy you want to clone.
  2. In the New Project section, enter the new project Code and Description.
  3. Check the ‘Also Clone Project Phases’ option.

    When cloning a project and its phases, BillQuick Online retains the phase ID of the cloned phase.
  4. When you have finished, click Save and then Return.

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