CAUTION: The following procedure requires in-depth knowledge of database engines for your Sage product, such as Microsoft SQL Server, Pervasive SQL, and MySQL. Sage can't assist with database administration and isn't responsible for errors resulting from database changes. Back up your system and application databases required for a complete restore. Consider contacting a certified consultant or your database administrator for assistance.

To set up a group phase:

1. Open the Phase window in one of the following ways:
   • On the ribbon, from the Elements group on the Data tab, click Phases.
   • In classic view, click Database > Phases.
   • From the spreadsheet, select a phase row, right-click, and then click Edit Phase on the shortcut menu.
2. Use the Source option to specify whether to save the new phase to the estimate or to the standard database.
3. Click [Add].
4. Complete the fields in the window. You can use [Copy] and [Prefill] for this purpose. At a minimum, you need to complete the Phase, Group phase, and Description fields to set up a new group phase.
5. When you finish setting up the group phase, click [OK] to save it.
6. Set up additional group phases in the same manner. When you finish, click [Close].

Tip: After you set up your phases, you can print the Phases report from the Reports tab > Database Reports group (or Reports menu in classic view) to check them.