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Copy Project & Project Templates

← Managing Projects
The Copy Project feature saves users time typing the same verbiage or selecting the same subcontractors on similar projects.  

Users can also create Project Templates and then use the Copy Project feature to create projects faster. 

To access the Copy Project feature, go to the + button in the upper left menu, then click "Copy Project". Start typing the first few letters of the project name to quickly find the project you want to copy.  Enter a Bid Date, and make your selections for what you want to copy (Bidders, Files, etc.).

Here are the steps to create a Project Template:
  1. Add a new Project (suggested project name could be *Template - Retail, *Template - Office Building", etc., based on project type, and add an 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's bid invitation.
  4. If you would like to save a list of favorite bidders, use the Select Bidders feature and add them to the Project Template.
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.



If you have any questions, contact support@preconsuite.com or call 949-222-0400

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