Stages
  • 26 May 2022
  • 4 Minutes to read
  • Dark
    Light
  • PDF

Stages

  • Dark
    Light
  • PDF

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
📝 Link from the Worksheet only appears when there are existing Stage/s within the Project

Available Stages can be created on Plans or pre-listed in the Project from a Project Template

new stage vs link from worksheet

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
  1. 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
  2. Click Create

D3 - Add a stage


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
⚠️ Deleting a Linked Measurement

Deleting a Measurement from a Linked Stage will remove the Measurement and all Totals from all Plans with the Linked Stage in the Project
This action is not reversible

D2 - Link from worksheet


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

D3 - Stage Multiplier


💡 Rename Plans from the Details Tab to include the Plan Multiplier

D2- Rename Plans from Details tab

When viewing Totals by Plan you will also be able to see the Multipler for each Plan

D2 - Totals by 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.

⚠️ Un-linking a Stage

Un-linking a Stage will remove all Measurements and totals from the Current Plan
This Action is not reversible

  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

D2 - Unlink from stage


Deleting a Stage

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

⚠️ Deleting a Stage will remove all Stage Measurement and all totals from all Plans in the Project. This Action is not reversible
  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

D2 - Deleting a Stage


Deleting Measurements on a Stage

Remove a Measurement and totals from the entire Project

⚠️ Deleting a Measurement from a Stage will remove the Measurement and totals from all Plans in the Project. This Action is not reversible
  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

D2 - Delete Measurement


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

D1- Re-arrange Stages.2022-04-14 13_10_22


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.


Was this article helpful?