bfourney

I'm trying to revamp the phases our company uses a little bit, and could use some advice. How will renaming an existing phase affect things going forward? Would existing products automatically update, or do I have to update each one? What about projects that use those phases? What about deleting phases?

Now my question is what should constitute a distinct phase? For instance how would you handle calibration? What about a company that has it's own in-house IT department? Would you have a seperate phase for IT work such as setting up home networks, etc?

I'm also curious what the difference between the built-in "trim" and "finish" phases are? I'm guessing "trim" is installing wallplates/connectors and "finish" is installing equipment and the like?

Reed Phillips

Modifying Phase information will only affect New Projects.

You can update an existing project to reflect the the new Phase Information. from within the Project see D-Tools> Options > Phases > Reset Default

As for Calibration, etc., if the fully burdened labor rates are the same as say the "Finish" phase and no equipment is involved, you may consider just creating a Labor SKU. This SKU could be added to the Package that includes the equipment that requires Calibration. There are many ways to approach this. The SI 5 documentation gives a lot more information related to Phases. Since the concepts are the same for Both SI 4 and SI 5, I would suggest that you download the docs and review.

See the User Guide
SI 5 Documentation

Also define your business process and then set up SI to support those processes. You may not require a Finish and Trim phase. However you may require Phases we do not suggest. Do not attemptto bend your business to fit the D-Tools settings.

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Reed Phillips