1. Projects, units and payment plans, set up once
Model a project the way RERA asks for it — tower, floor, unit, total price, carpet area. Build a payment-plan template per project (Booking, Agreement, Plinth, Slab, Possession). Assign a unit to a buyer and the schedule locks to the booking date.
Before: Per-buyer Excel. "What did we agree in the allotment letter?" goes around three people.
After: One template per project. One schedule per unit. One screen for every answer.
[SCREENSHOT: payment plan wizard with milestone templates]
[SCREENSHOT: unit detail with buyer assignment and schedule]