Phase Settings - D-Tools Forum

MichaelH · 08-23-2010, 06:41 PM

When I change my phases to coincide with other accounting needs, is there a way update past projects to reflect these changes? For example, if I change 10 Rough-in to 01-025 Cable, I would like to be able to update the other projects to reflect this. I also realize this should have been done during the initial application set-up, but the changes are something I have no control over.

David_Haddad · 08-23-2010, 07:10 PM

Michael, there is no way to do what you are asking. The settings are specific to each project and once set, would have to be reset within the project.

MichaelH · 08-23-2010, 07:23 PM

Nevermind. I found it.

David_Haddad · 08-23-2010, 07:38 PM

Sorry, I though you were asking if there was a way to apply your new settings across all past projects with one action, which there is not. Certainly you can go into all of your projects and change them on a one by one basis.

MichaelH · 08-23-2010, 08:43 PM

No worries, but global changes would be a nice touch.

**Dave Kirn** · 08-24-2010, 12:51 AM

Also remember to update all of your products to the new phases, otherwise you will have products without as associated phase

David_Haddad · 08-24-2010, 02:22 AM

Yep. I'd imagine if he renames a phase in setup, all products associated to that phase in the database will reflect the new name (have not tried it though). But not in a project. He might want to just refresh all of the project items from the master table, IF he has not added any project specific data or pricing to them, and that would update his products to the proper phases. I'd recommend backing up the project before doing that for sure.

All of this is based on the assumption that master table items store phase setting globally. Now I think I am going to test my theory...