BaseBuilders Knowledge Base

BaseBuilders Knowledge Base

Contract Management Settings

Master Phases Settings

These will make short order of setting up your projects. Click your name/avatar at the bottom of the main navigation panel to open settings.

You are welcome to add custom phases to a project at any time. But importing from your master phase will save you time.

Video

List of Phases

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Your phases can be set up under groups. Above, we have three groups: Extras, Small Design Build, and Typical Project.

When importing master phases into projects, these groups help you quickly locate the phase you need.

Attention: Any phase can be modified once it has been added to a project.

Use the edit pencil to modify a phase. Use the drag-and-drop handles to move rates around. You can even move rates between groups.

Edit Window

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  • Be sure to take a look at this article, Understanding Billing Formats

  • The percent of the project represents how much of the fee you typically allocate to this phase.

  • If you have a phase or task with a typical fee, enter it here.

  • The Extra Work flag is used to track changes to your original contract.

  • Select an existing Template Group or use the blue Create New option to add a new group.

  • Retired phases can be archived.

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