Project phases can be used to enhance your quote workflow by grouping tasks and/or costs together into a phase to display on a quote document template. A phase can be any unit of work such as a floor, room or a progress milestone.
Phases are created from the quote details page when either creating or editing a quote.
Enter the phase name into the Project Phases field. Once entered, select the value from the drop-down. Note: It is recommended that phases do not contain spaces. WorkGuru will concatenate phases with spaces automatically.
The phases can then be assigned to task lines in the quote:
And also product lines:
This will group allocated task and/or product lines together by phase. You can then customise your quote document templates to display the phases either by summary or detail.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article