Managing Design Stages
In Ediphi, as part of our ongoing efforts to improve the cost story of your projects and estimates, we’ve introduced a new way for Admins to create and manage Design Stages for their company’s environment. Below is a step-by-step guide to help you through the workflow.
Design Stages can be found in the Admin dropdown, at the bottom of the list.
In this Article
Creating a Design Stage
- Within the Design Stages page, click the New Design Stage button located on the top right.
- A modal will appear, where you’ll be able to input a Name for the Design Stage (required), and a brief Description of the design stage (optional).
- Once you input the information, click Create.
Note: The order in which you set your Design Stages within the list will also be reflected in the dropdown at the time users select their Design Stage for their project’s Milestone.
By default, you will see the following stages:
- Conceptual
- Schematic Design
- Design Development
- Construction Documents
Editing a Design Stage
- Within the Design Stages page, double-click the Name or Description cell you’d like to edit.
- Once you’re done editing, press Enter in your keyboard, or click away from the cell and your edits will automatically save.
Deleting a Design Stage
- Within the Design Stages page, right-click the Design Stage you’d like to remove.
- Select the Delete option, and the stage will be removed.
Important: Once a Design Stage is assigned to estimates in a project, you will no longer have the option to Delete it (unless it’s removed from all associated estimates). You can always modify the name and description as needed.
If you have any questions, feel free to contact our support team and we'll be happy to help!