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. 1

    Every record creation: glance at the project name at the top of the screen before tapping any field.

  2. 2

    If you work on more than one project, set a different colour theme per project in settings.

  3. 3

    On the home screen, the project banner shows the project name and the plot you last worked on.

  4. 4

    Before pressing Save on any record, look up. The project name is right there at the top of the screen.

  5. 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.

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