Recommended Setup Order

Resources depend on each other. Set them up in this order:

1. Workers (Admin → Workers) – Needed for labor entries + crews
2. Equipment (Admin → Equipment) – Needed for equipment entries + crews
3. Materials (Admin → Materials) – Needed for materials tab
4. Subcontractors (Admin → Subcontractors) – Needed for subcontractor tab
5. Activity Codes (Admin → Activity Codes) – Required for every entry type
6. Payment Items (Admin → Payment Items) – Links work to contract for billing
7. CWPs (Admin → CWPs) – Scope tracking for production
8. Crews (Admin → Crews) – Requires workers + equipment first

Shortcut: Use Admin → Import Data to bulk-import steps 1–7 from Excel.