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Copy Project & Project Templates

The Copy Project feature can save users time typing the same verbiage or selecting the same subcontractors on projects. Below are the steps to create a project template.

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:
  1. 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).
  2.  No need to enter Bid Date.
  3. In the Scope, Plans, or Other Info boxes, type in the text you want to show on each project.
  4. If you would like to save a list of favorite bidders, use the Select Bidders feature and add them to the project.
Note: You can also copy the bidders list of any Project using Select Bidders > Copy Bid List. You'll be able to select from any prior project or template.







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