Company Setup

Master Data (Company-Wide)

• Workers (Admin → Workers)
• Equipment (Admin → Equipment)
• Materials (Admin → Materials)
• Subcontractors (Admin → Subcontractors)
• Activity Codes — master list (Admin → Activity Codes, toggle 'Master Data')

Project-Level Data

• Activity Codes with budgets
• Payment Items (contract line items)
• CWPs (scope packages)
• Crews (worker groups)

See the New Project Checklist for the full step-by-step.