Common setup mistakes to avoid
⭐ Best Practices
Common Setup Mistakes
- No activity codes before data entry – Most common blocker. Set these up first.
- Activity codes without budgets – Without planned_qty and base_price, no cost variance tracking.
- Not importing — adding one by one – 200 workers manually takes hours. Excel import takes minutes.
- Skipping production entries – No production = no productivity signal, no unit cost.
- Everyone gets admin role – Use the hierarchy: foremen enter, superintendents review, admins configure.
- Not creating crews – If the same 6 workers appear daily, a crew saves significant time.
- Inconsistent activity codes – Standardize codes before go-live. Train foremen on which code to use.
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