Training library
Common Mistakes· 75s
The wrong-project mistake and how to never make it again
Stop the single most common error in construction software: creating a record on the wrong project or plot.
Practical steps
- 1
Every record creation: glance at the project name at the top of the screen before tapping any field.
- 2
If you work on more than one project, set a different colour theme per project in settings.
- 3
On the home screen, the project banner shows the project name and the plot you last worked on.
- 4
Before pressing Save on any record, look up. The project name is right there at the top of the screen.
- 5
If you spot the mistake after Save, contact your admin within 24 hours; most apps can re-parent a record.
Key takeaways
- Glance up before every Save. The project name is right there at the top of the screen.
- Different colour theme per project is the single best preventative.
- Admins can re-parent within 24 hours on most apps. Don't wait and hope nobody noticed.
Printable checklist
Two sides of A4, gloves-on legible, fits in a hi-vis pocket.