Recommended Setup Order
- Prepare and reconcile source files.
- Create or select the project.
- Load company operational catalogs.
- Optionally load company master codebooks.
- Import Activity Codes + Budget (required and authoritative).
- Import Payment Items + Budget (optional; after Activity Codes).
- Import CWPs + Budget (optional).
- Review coding; then create POs and import one PO's lines at a time.
- Configure optional planning records and crews.
- Assign users, commit a controlled first Daily Report, and reconcile totals.
Payment Item and CWP budgets are non-additive reporting views; do not add them to the Activity budget.