Frequently Asked Question
Summary
Cost Model Phases in Prjix are used to group Pay Items and create meaningful subtotals within a project. You can think of Phases as one level higher than Pay Items in a Work Breakdown Structure (WBS).
Phases are project-specific, but commonly used Phases can be saved in a Phase Library and reused across projects. Once created, Phases can be assigned to Pay Items to organize and summarize the Cost Model more effectively.
Step 1: Create Phases for a Cost Model
Open the Cost Model for your project.
Select the Phases tab on the ribbon.
Create Phases using one of the following methods:
Manually: Click the Add New row and enter Phase descriptions.
Import from Library: Click Import Phases to select predefined Phases.
Step 2: Set Up Common Phases in the Phase Library (Optional)
If you want to reuse Phases across multiple projects:
Click Import Phases.
In the Phase Library dialog, use the Add New row to enter common Phase names.
Check the boxes for the Phases you want to import into the project.
Confirm the import.
These Phases will now be available for assignment within the Cost Model.
Step 3: Set a Default Phase for Data Entry (Optional)
If Phases are created before adding Pay Items:
Select the Set Phase button in the Phases ribbon.
Choose the Phase you want to use as the default.
Add new Pay Items.
New Pay Items will automatically be assigned to the selected default Phase.
Step 4: Assign Phases to Pay Items
Return to the Cost Model by selecting the Home tab.
Ensure the Sub-Total Phase column is visible:
Use the Column Chooser if the column is not displayed.
Select one or more Pay Items.
Right-click a selected Pay Item and navigate to:
Assign → Assign Phases
In the Phase selection dialog:
Choose the desired Phase.
Click OK.
Tips & Best Practices
Phases can be added on the fly while working in the Cost Model.
Grouping the grid by the Phase column is an effective way to:
Review subtotals
Analyze costs by phase
Improve overall cost visibility