Recommended Setup Order
Resources depend on each other. Set them up in this order:
- Workers (Admin → Workers) – Needed for labor entries + crews
- Equipment (Admin → Equipment) – Needed for equipment entries + crews
- Materials (Admin → Materials) – Needed for materials tab
- Subcontractors (Admin → Subcontractors) – Needed for subcontractor tab
- Activity Codes (Admin → Activity Codes) – Required for every entry type
- Payment Items (Admin → Payment Items) – Links work to contract for billing
- CWPs (Admin → CWPs) – Scope tracking for production
- Crews (Admin → Crews) – Requires workers + equipment first
Shortcut: Use Admin → Import Data to bulk-import steps 1–7 from Excel.