Copy Project & Project Templates
To access the Copy Project feature, go to the + button in the upper left menu, then click "Copy Project".
Here are the steps to create a Project Template:
- Create a project template (use a fake project name such as *Template (customize the name for different types projects, and add the asterisk in front so it shows up on the top of the list when you click on the Copy Project feature).
- No need to enter Bid Date.
- In the Scope, Plans, or Other Info boxes, type in the text you want to show on each project.
- If you would like to save a list of favorite bidders, use the Select Bidders feature and add them to the project.