Estimate Phases Overview

You can create estimate phases that are available for selection on an estimate by creating an estimate phase type record.

You can add a phase to an estimate in the Hours Breakdown view of the Estimate Builder. This enables you to select which phase a week or month of an estimate belongs to. For more information about creating the estimate phase types that are available for selection, see Creating Estimate Phase Types.

You can view phases in the Month view in the Hours Breakdown view of the Estimate Builder, if they have been added in the Week view.

Note:

• You must be assigned the Services Estimator - Administrator permission set to be able to create estimate phase types.
• Your administrator can prevent estimate phases from displaying in the Estimate Builder. For more information, see Services Estimator Settings.
• The Estimate Phase object does not map to the Project Phase object when creating an estimate from a project.