Tips and Best Practices

Clear Naming Conventions: Use specific names like “Phase 2 – HVAC Installation” to avoid confusion in large project lists.
Detailed Descriptions: Add comprehensive notes in the Description field or component/material/task notes (e.g., “Requires 2-inch insulation”) for clarity.
Budget Monitoring: Regularly check Total, Materials, and Tasks summaries to stay within financial limits, especially after adding items.
Component Prioritization: Reorder components with Move Up/Down to reflect construction sequence (e.g., “Foundation” before “Framing”).
Efficient Scheduling: Use the Actions menu to automate component scheduling, choosing Exclude Saturdays & Sundays for standard workweeks.
Grid Customization: Save table layouts to tailor List View and Edit View tables to your needs (e.g., show User for accountability).
Lookup Form Usage: Rely on the Lookup Form for adding items to ensure consistency with predefined libraries, reducing errors.
Regular Backups: Save changes frequently and export materials lists for external records, especially for large projects.
Team Assignments: Assign Team in the Tasks table to clarify responsibilities, using the Contacts lookup for accuracy.

Installation