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Tips and Best Practices

  • Save Regularly: Click “Save” after changes to ensure data is stored.
  • Use Templates: Create reusable project templates to save time.
  • Check Filters: Use the “Filter Materials” checkbox to focus on specific materials.
  • Review Transactions: Regularly check linked transactions for accuracy.
  • Organize Components: Use the Move Up/Down options to prioritize components, materials, or tasks.