Stages

A Stage is a collection of Measurements. Used to organise Measurements in the Worksheet, Quantities and Integration Tabs, example Stages include lighting, sanitary drainage and demolition.

New Stages vs. Linking from Worksheet

• Add a new Stage: Add a new Stage to the Project
  This can be used on multiple Plans
• Link from the Worksheet: Select an existing Stage from within the Project
  To have one Project Total on Measurements across multiple Plans

Add a New Stage

1. Click + Add Stage
2. Complete the required details

• Stage Name
  e.g.: "Electrical", "Plumbing", "Security"
• (optional) Description
  Description of Stage
• (optional) Multiply Quantities
  Set a number to Multiply Quantities of all Measurements in the Stage

3. Apply Template
   • Blank Stage
     Create a Stage with no Measurements
   • Apply Take-off Template
     Select a Take-off Template, choosing Measurements to Quantify on this Stage
   • Copy from Stage
     Choose Measurements from an existing Stage
     Parts, Labour and Style Options will be copied however, the Stages will have separate Totals
4. Click Create

Link from Worksheet

To create one Project Total on Measurements across multiple Plans.

1. Click Link from the Worksheet
2. Click to select the Stage/s
   Click, hold and drag to select multiple Stages
   (optional) Click Select All
3. (optional) Set a Multiplier(s)
   Multiply the Quantities of all Measurements in this Stage
   Set a number to Multiply Quantities of all Measurements within the Stage on the Plan by a different multiplier eg. 5
4. Click Link Stage/s
   Click Cancel to Cancel

Stage Multiplier

Set a Multiplier for the Quantities of all Measurements in a Stage. Multipliers can be set per Plan.

1. Click Stage Multiplier
   Located along the Stage name line
2. Enter the Multiplier
   Multiply the Quantities of all Measurements in this Stage
3. (optional) Set Multiplier on each Plan
   Multiply the Quantities of all Measurements in this Stage on the Plan by a different Multiplier eg x5
   An asterisk next to multiplying number ( eg. x2) indicates that Plans linked to that Stage have different Multipliers per Plan
4. Click Save

Un-link a Stage from a Plan

Un-link to remove a Stage and all Measurement totals from a Plan without removing the Stage and Measurement totals from the entire Project.

1. Click Stage Action Menu
2. Click Un-link from Plan
   Un-linking a Stage will remove all Measurements and totals from the Current Plan
   This will pre-select the Action Un-link this stage from the current Plan, Deleting x items
3. (optional) switch Action
   Delete this Stage from the Project, deleting xitems
   Caution: This action is not reversible: Deleting a Stage will remove all Stage Measurement and all totals from all Plans in the Project.
4. Click Un-link Stage
   If you have switched Action, click Delete Stage
   To Cancel the Action click Cancel

Deleting a Stage

Remove a Stage and all Measurement totals from the entire Project.

1. Click Stage Action Menu
2. Click Delete from Project
   Remove a Stage and all Measurement totals from the entire Project
   This will pre-select the Action Deleting this Stage from the Project, Deleting xitems from xPlan/s
3. (optional) switch Action
   Un-link this Stage from the current Plan, Deleting xitems
   Un-linking a Stage will remove all Measurements and totals from the Current Plan
4. Click Delete Stage
   If you have switched Action, click Unlink Stage
   To Cancel the Action click Cancel

Deleting Measurements on a Stage

Remove a Measurement and totals from the entire Project

1. Click Measurement Action Menu
2. Click Delete
   Remove a Measurement and totals from the entire Project
   This will pre-select the Action Delete this Measurement from the Project, Deleting xitems from xPlan/s
3. (optional) switch Action
   Keep this Measurement, and erase xitem/s from the current Plan
   Keep Measurement, will remove the markups and the Measurement total from the Current Plan
4. Click Delete Measurement
   If you have switched Action, click Erase from the Plan
   To Cancel the Action click Cancel

Rearrange Stages

The order of Stages is edited in the Project Tab.

1. (If required) Click to exit Full screen mode
2. Click Project
3. Click Stages
4. Drag and drop the Stages into the new required order
   This change will be applied to all Plans, the Worksheet, Quantities and Integration Tabs

FAQs

Can you use a Stage you added from another Plan to a new Plan?

A: Yes. Select Link from Worksheet when adding a Stage onto a new Plan.
If a second Stage has already been created, unfortunately, there is no ability to merge Stages. Using the Transfer function will allow Measurement totals to be Transferred from one Stage to another.