<aside> ⏱️ Follow these steps in order. Each step links directly to the database or page you need to open. Setup takes 10–20 minutes.

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Step 1 — Add your first project (5 min)

Open 🏗️ Projects Master and add a row for your current active job. Fill in the contract value, client name, and set status to 'In Progress'. This is the core record — everything else links back to it.

Step 2 — Add your MasterFormat phase budgets (5 min)

Open 📋 MasterFormat Phases and link each phase row to your project. Enter the budgeted amount per division. The Budget vs Actual formula will start working as soon as cost items are logged.

Step 3 — Log your first cost item (2 min)

Open 💸 Cost Items and add a row for any recent invoice or expense. Link it to the project and phase. Your margin formulas activate immediately.

Step 4 — Add a material order or PO (2 min)

Open 🧱 Materials & Procurement and add any pending material orders. Set supplier, quantity, and delivery status.

Step 5 — Log any open RFIs (2 min)

Open 📬 RFI & Submittal Tracker and add any information requests that are currently open. Set priority using the TLP system (🟥 Red = blocking work).

<aside> ✅ Done! Head toHome Dashboard — that's your daily driver from now on. Every database is one click away.

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