New Project Checklist
Use the current downloadable templates and follow this dependency order.
- Prepare the source files – Record row counts and approved totals.
- Create or select the real project – Confirm the project selector before every project import.
- Load company catalogs – Clients, Workers, Equipment, Materials, and Suppliers/Subcontractors as needed.
- Load reusable master codebooks – Optional; these do not establish the project budget.
- Import Activity Codes + Budget – Required. This is the sole authoritative project budget.
- Import Payment Items + Budget – Optional and after Activity Codes.
- Import CWPs + Budget – Optional.
- Review coding, then load POs – Create one PO header and import that PO's lines.
- Assign users and run a smoke report – Commit a controlled first Daily Report and reconcile totals.
Budget rule: Payment Item and CWP budgets are independent reporting views. Never add them to the authoritative Activity budget.