Be able to copy an existing project's information and selected bidders when creating a new project
Stacy Sansone
shared this idea
This feature is done! You can now copy a project, with the option to copy all the files from OPR and the list of bidders. You also have the option to deselect any trades that are not needed on the new/copied project. This is available at:
Projects> Copy Project
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Anonymous
commented
I would like to see the Plans and Other Info areas of the project be auto-filled with some boilerplate that the user creates. Time consuming to re-enter all the info every time.
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Jesika Duarte
commented
I added a similar idea back in December. I believe it has 6 votes.(Starts will Auto-fill...) I need some more votes for it to go any where. You can alreadyt copy an entire bidders list from one project to another. Go to.....Create the new project, then Project Options>Select Bidders>Import Bidders List. Now all we have to do is get the main screen to Auto fill and we change what is needed instead of typing it all in or Copy/Paste (Pain). Please give my suggestion a vote :)
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Stacy Sansone
commented
This would speed up the process when entering projects of similar scope with the same selected subs instead of having to re-type everything and re-select the bidders. There even some information that is included in every RFQ that would be nice to have in there already without having to type it in every time.