Common Issues

Quick reference for the problems users most often report.

"My sell rates aren't updating"

Why: The markup changed but recalculation hasn't run — RequiresRecalculation = true.

Fix: Click the yellow Recalculate banner, or Markup → Distribute Proportionally.

"Allocations don't add up"

Why: Some items are set to manual allocation (IsManuallyEdited = true) and the pools have changed.

Fix: Sell Rates → Reset Manual Edits, then recalculate.

"Circular reference error on save"

Why: Your formula creates a cycle (A → B → A) in the dependency graph.

Fix: The error message shows the chain. Break it by replacing one side with a literal value.

"Resource rate change didn't flow"

Why: Cascade didn't run — usually because an exception interrupted it mid-way.

Fix: Resources → Re-Cascade From Selected, or edit the rate again to re-trigger the cascade.

"Item shows #NAME? in a cell"

Why: The formula references a define that no longer exists, or has been renamed.

Fix: Open Parametrics, confirm the define, or update the formula.

"Linked resource has LocallyModifiedWithUpdate forever"

Why: You made local changes after the master was updated.

Fix: Open the diff view; pick Keep Local or Overwrite from Master.

"Template apply added duplicates"

Why: Apply mode was Append rather than Replace or Merge.

Fix: Ctrl+Z to undo; re-apply with the correct mode.

"PDF generation is slow"

Why: Very large projects render many pages with charts.

Fix: Uncheck Include Charts for quicker drafts; run with charts for final.

"Can't delete a resource"

Why: The resource is still referenced by an item or breakdown.

Fix: Use Resources → Replace Resource to reassign, then delete.

"Project shows as locked by another user"

Why: Someone else (or a prior crashed session) holds the lock.

Fix: Wait for the lock to expire, or an admin can force-release via Project → Release Lock.

"Carbon auto-populate didn't pick up factors"

Why: Resources don't have CarbonEmissionFactor set.

Fix: Update the emission factor on each resource, then Carbon → Recalculate All.

"Undo isn't finding my recent change"

Why: The undo stack is per-project; switching projects clears it. Or you've hit the undo depth limit.

Fix: Use Edit → Undo History for verbose visibility; restore from a .tx1 backup if needed.

"The grid is sluggish on a huge project"

Why: Thousands of rows with many formulas.

Fix:

• Collapse parent rows you don't need.
• Hide custom columns you're not using.
• Close the Carbon view if not needed in the session.
• Split the project into linked sub-projects (02.5).

"I accidentally deleted a project"

Why: Hit delete with confirmation.

Fix: The delete is soft — Projects → Trash → Restore. Admin-only for hard deletes.

Getting More Help

• Turn on Settings → Diagnostics → Verbose Logging before reproducing the problem.
• Send the log bundle to support via Settings → Diagnostics → Send Bundle.