Stages
  • 04 Oct 2023
  • 3 Minutes to read
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Stages

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Article summary

A Stage is a collection of Measurements that organises the Worksheet, Quantities and Integration tabs. Example Stages include lighting, sanitary drainage and demolition.

This article explores different Settings and Actions for Stages.

ActionBenefit
stages-image-for-table1
Add New Stage


Link from Worksheet

Creates a new Stage


Selects an existing Stage on the Project, or a Stage from a Project Template to create one Project Total for the Stage Measurements across multiple Plans

Add a New Stage

  1. Click + Add Stage
  2. Complete the required details
  3. Select from:
    • Blank Stage
    • Apply Take-off Template choosing pre-saved Measurements
    • Copy from Stage - copying Measurements from another Stage already in the Project creating separate Totals
  4. Click Create

stage-new-stage.png

Creates one Project Total for the Stage across multiple Plans. This selection appears when there are other Stages in the Project including Stages preset in a Project Template.

  1. Click Link from the Worksheet
  2. Click to select the Stage/s pre-existing in the Project
  3. Click Link Stage/s

stages-link-from-worksheet.png

Example of Totals from a Linked Stage:
stages-example-with-linked-worksheet.png

⚠️ Deleting a Measurement from a Linked Stage will remove the Measurement and all Totals from all Plans using the Linked Stage in the Project

This action is not reversible

Stage Multiplier

Stage Multipliers can be set to multiply all Measurement Quantities within a Stage. Multipliers can also be set per Plan.

  1. Click Stage Multiplier (x1)

stages-multiplier.png

  1. Enter the Multiplier for all Measurement Quantities in the Stage
  2. If different Multipliers are needed on Plans, tick Set Multiplier on each Plan
    Set a Multiplier per Plan for the Stage
    An asterisk next to multiplying number ( eg. x2*) indicates that Plans linked to that Stage have different Multipliers per Plan
  3. Click Save

stages-multiplier-adding.png


💡Suggestion

Rename Plans from the Details tab to include the Plan Multiplier

  1. Click Details tab
  2. Click Edit and rename the Plan
  3. Click Save

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

  1. Click Stage Actions
  2. Click Un-link from Plan
    Un-linking a Stage will remove all Measurements and totals from the Current Plan

stages-unlinking-stage.png

  1. Click Un-link Stage
    To Cancel the Action click Cancel

⚠️Un-linking a Stage will remove all Measurements and totals from the Current Plan.

This Action is not reversible

stages-unlinking-stage-2.png


Deleting a Stage

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

⚠️ Deleting a Stage will remove all Stage Measurements and all totals from all Plans in the Project Permanently.

This Action is not reversible

  1. Click Stage Actions
  2. Click Delete from Project
    Remove a Stage and all Measurement totals from the entire Project

stages-deleting-stage.png

  1. Click Delete Stage
    To Cancel the Action click Cancel

stages-deleting-stage-2.png


Deleting Measurements on a Stage

Remove a Measurement and Totals from the entire Project permanently.

  1. Click Measurement Actions
  2. Click Delete
    Remove a Measurement and totals from the entire Project

stages-deleting-a-measurement.png

  1. Click Delete Measurement
    To Cancel the Action click Cancel

⚠️ Deleting a Measurement from a Stage will remove the Measurement and Totals from all Plans in the Project. If this is a Linked Stage, it will Delete across all Plans it is Linked to.

This Action is not reversible

stages-deleting-a-measurement-2.png


Rearrange Stages

The order of Stages is edited in the Project tab.

  1. Click Project
  2. Click Stages
  3. Drag and drop the Stages to reorder
    Will be applied to all Stages, Worksheet, Quantities and Integration tabs

Re-arranging Stages


Frequently Asked Questions

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

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.


What happens if I add another Measurement to a Stage that I just linked?

The Measurement will populate within the Stage of every Plan the Linked Stage appears on.




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