Setting Up Phases

The first workflow step for phase-centric builders requires setting up areas in WMS, then creating phases within each area. The Phases tab within the Area Information screen lists the phases for an area in a grid format. Users add, update and delete phases from this tab. Modifications in the Phases tab affects the remaining workflow steps, so it is important to ensure these settings are assigned correctly.  

 

For information on adding new areas in WMS, click here.

 

To add phases to an area:

  1. From the Setup menu, selectAreas.

    • Or, click the Areas icon on the Setup toolbar. The Areas screen appears in the right side of the WMS Desktop, displaying the available areas for the division.

 

  1. Double-click the area's row to add a new phase.

    • The Area Information dialog appears. Select the Phases tab.

  3.  

 

  1. Click the Add Phase button, and the Phase Information dialog appears.

 

 

    • Each phase requires a code and description, and each code must be unique within the area. As a result, each area "owns" the phase.

    • The phase code contains a maximum of four characters, and maps to the phase code section in the job number. It is recommended to set up phase codes in sequential order, such as 01, 02, 03, etc.

    • The phase description contains a maximum of seventy characters.

    • The sequence is always an integer, and indicates the order in which the phase is constructed within the area.

    • The sequence determines the display order in the Phase Releases grid.

    • The phase work week can be used to define the work week at the Phase level (optional).
       

  1. Click OK to close the Phase Information dialog.

  2. Click Save in the Setup > Areas screen toolbar.

 

Note

 

Do NOT duplicate phase codes within the same area.

 

 

To edit existing phases in an area:

  1. After accessing the Phase Information dialog for the selected area, click theEdit Phases button.

  2. Insert the changes in the fields.

  3. Click OK to exit and click Save in the screen's toolbar to save the changes. Changes are reflected the next time the user opens Purchasing's Phase Releases screen.

 

To delete phases from an area:

  1. After accessing the Phase Information dialog for the selected area, highlight the phase to delete.

  2. Click the Delete Phases button, which opens a Confirm dialog.

  3. To proceed with the phase deletion, click Yes.

Deleting a phase that is currently used on a job sets the phase ID on the job to a NULL value.

 

Note

After adding the phases to areas, the next recommended step is to set up pay points in the Pay Points screen.  

 

 

 

 

Related Topics

Creating Areas - General Information

Job Number Format Mapping

Phase Release Setup and Workflow

Pay Points Screen

Assign, Edit and Delete Pay Points

Supplier Contracts Screen

Phase Releases Screen

How to Issue Budgets by Cost Codes

How to Issue Purchase Orders by Cost Codes