To duplicate a project

Any project, alternate, or component can be duplicated as a project, alternate, or component for another customer or project. This is a timesaving feature that allows you to exchange estimate information.

This means, for example, if you begin an estimate that is very similar to another project that you have done in the past you can simply duplicate the first project as a project for your new customer (or a unique alternate/component within an existing project) to get a head start on your bid. The Duplicate Project buttons are found in the Project Manager.

1. Load the project you would like to duplicate. This is done within the Customers Manager
2. Click the Duplicate Project button within the Project Manager.
3. Use the radial buttons to specify whether you would like to duplicate the information as a project, alternate, or component.
4. Use the drop down lists to select the appropriate customer and/or project (Note: if you would like to duplicate the information for a customer or project that hasn't been created yet, you must do that first using the Customers Manager, and then begin again at step 1).
5. Click the Duplicate button.