About Phases and Alternates

Phases and alternates provide structural categorization for pay items, allowing estimators to calculate localized pricing strategies and generate segmented bid forms with specific subtotals.

Phases and alternates allow you to combine estimate pay items into meaningful groupings. Once you have created these groupings, you can summarize group level cost and price information both on-screen and on printed reports.

Usage and Configuration

You can create and configure these groupings through the Phases and Alternates dialog, accessed via the Estimate menu. For detailed information on utilizing this dialog, see Phases and Alternates Dialog.

Key Capabilities

  • Grouping: Group pay items by phase or alternate on the Item Listing and Estimate Details tabs.
  • Bid Forms: Use phases or alternates as headings on private bid forms and optionally display subtotals for each group.
  • Pricing Strategy: Specify unique overhead or profit calculations for each phase or alternate grouping.