IntelliBid User Tip: Using Phases for Job Management

The Phase Tree is used to organize a job into small tasks or parts for better project management. The standard Master Phase Tree that is shipped with IntelliBid can be modified to add custom phases for different floors, rooms, or whatever other area definitions you want. Phases can be deleted or renamed at any time making phases completely
user-definable.

Think of Job Phasing as separate takeoff sheets. With manual estimating, you would use separate sheets of paper for each Phase breakdown, (i.e. Fixtures, Devices, Site Lighting, Feeders, etc…), so think of phases as sheets of paper. You can further break down the Phase by a Subphase and each subphase into two lower levels and then assign material and labor by task. This makes customization of the Phases for specialty work like, Hi-Voltage or site work or specific types of installations like gas stations and pump stations, easier to maintain.

Let’s take a look at a few examples of Phase Tree Customization:

One method is creating areas under the standard phases, ordering all fixtures by where they will be installed. One method is creating areas under the standard phases, ordering all fixtures by where they will be installed
Use phases to organize the items for Alternates. Then when you go to Bid Recap, you can select the specific phases you want to include in the Alternate Bid. Use phases to organize the items for Alternates
The Phase Tree lends itself to customization as simple as, a Six Unit Strip Mall along a roadside. The Phase Tree lends itself to customization as simple as, a Six Unit Strip Mall along a roadside
For the Residential Installer, the Phase Tree is perfectly tailored for Residential applications. Utilizing IntelliBid’s Breakout feature, a ‘Unit Price’ can easily be generated for the homeowner as well as a ‘Mini Bid’ performing ‘What-If’ scenarios in the Bid Recap section. For the Residential Installer, the Phase Tree is perfectly tailored for Residential applications
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