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Creating and managing stages

Learn about breaking your jobs into useful stages.

Updated this week

A stage is a collection of measurements that organises the worksheet, quantities and integration tabs. A stage can also be likened to a group of similar items.

Example stages include lighting, sanitary drainage and demolition.

New stage or link from worksheet?

Take a look at the image below to see when to create a new stage or link from the worksheet.

Action

Benefit

​+ Add stage
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​Link stages from worksheet

Creates a new stage
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Selects an existing stage on the project, or a stage from a project template to create one project total for the stage measurements across multiple plans

Add a new stage

  1. Click + add stage

  2. Complete the required details

  3. Select from:

    1. Blank stage

    2. Apply take-off template - choosing pre-saved measurements

    3. Copy from stage - copying measurements from another stage already in the project creating separate totals e.g. landscaping unit 1, landscaping unit 2

  4. Click create

Link from worksheet

Creates one project total for the stage across multiple plans. This selection appears when there are other stages in the project, including stages preset in a project template.

⚠️Warning: Deleting a measurement from a linked stage will remove the measurement and all totals from all plans using the linked stage in the project.

This action is not reversible.

  1. From within the table, click to select the appropriate stage/s

  2. Click link stage/s

    Example of totals from a linked stage:

Stage multiplier

Stage multipliers can be set to multiply all measurement quantities within a stage. Multipliers can also be set per plan. Stage multipliers can be used as another way to duplicate a level.

  1. Click stage multiplier (x1)

  2. Enter the multiplier for all measurement quantities in the stage

  3. If different multipliers are needed on plans, tick set multiplier on each plan

    Set a multiplier per plan for the stage

    An asterisk next to multiplying number ( eg. x2*) indicates that plans linked to that stage have different multipliers per plan

  4. Click save

📝Note: Rename plans to include the plan multiplier

  1. Click details

  2. Click rename and rename the plan

  3. Click save

Un-link a stage from a plan

Un-link a stage to remove all measurement totals from a plan without removing the stage and measurement totals from the entire project.

⚠️Warning: Un-linking a stage will remove all measurements and totals from the current plan.

This action is not reversible.

  1. Click stage actions

  2. Click un-link from plan un-linking a stage

    Will remove all measurements and totals from the current plan

  3. Click un-link stage to cancel the action click cancel

Deleting a stage

⚠️Warning: Deleting a stage will remove all stage measurements and all totals from all plans in the project permanently.

This action is not reversible.

  1. Click stage actions

  2. Click delete from project

    Remove a stage and all measurement totals from the entire project

  3. Select the action, delete this stage from the project, deleting x items from x plans When there is more than one plan effected

  4. Click delete stage to cancel the action click cancel

Delete measurements on a stage

Remove a measurement and totals from the entire project permanently.

⚠️Warning: Deleting a measurement from a stage will remove the measurement and totals from all plans in the project. If this is a linked stage, it will delete across all plans it is linked to.

This action is not reversible.

  1. Click measurement actions

  2. Click delete

    Removes a measurement and totals from the entire project

  3. Select the action, delete this measurement from the project, deleting x items from x plans

    If it is a linked stage

  4. Click delete measurement, to cancel the action click cancel

Rearrange Stages

The order of stages is edited in the project tab. Changes will be applied to all stages, worksheet, quantities and integration tabs.

  1. Click project

  2. Click settings

  3. Drag and drop the stages to reorder

    Re-arrange stages

Frequently Asked Questions

Can I choose the stages I want shown on the legend?

Yes.

Even if the stage is displayed in the "on screen" legend, the stage/s can be selected or excluded upon export.

  1. Click export to PDF

  2. Select the plan/s to be exported

  3. Choose only include selected stages and select the stage/s required

  4. Choose the PDF file generation option

    • (default) create one PDF per plan (better for digital use)

      or switch

    • To create one PDF per group (better for printing)

  5. Click generate export

Can you use a stage you added from another plan to a new plan?

Yes.

Select link from worksheet when adding a stage onto a new plan.

If a second stage has already been created, unfortunately, there is no ability to merge stages.

Using the transfer function will allow measurement totals to be transferred from one stage to another.

What happens if I add another measurement to a stage that I just linked?

The measurement will populate within the stage of every plan the linked stage appears on.

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