Use the Price submodule to delete unused phases from price quotes of selected jobs.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To delete unused phases from a price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote that you want to delete unused phases from.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote that you want to delete unused phases from.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to delete unused phases from.
Note: You can only delete phases of a price quote that has not yet been approved or locked for changes.
-
Click the Phases tab.
-
Click
Delete unused phase(s)
.
Note: There is no confirmation dialog box for this action. WorkBook deletes all unused phases at once.