Copy a Group to Another Project
Objective
To copy a group from one project to another project in the Estimating, Bid Board, or Portfolio Planning tools.
Things to Consider
- Required User Permissions for the Bid Board tool.
- Required User Permissions for the Estimating tool.
- Required User Permissions for the Portfolio Planning tool.
Steps
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool. - Click the Estimating tab.
- Locate the group that you want to copy to another project.
Note: The source can be copied from any estimate or change order, but will always be copied to the primary estimate of the target project. - Click the vertical ellipsis icon for the group.
- Hover over Copy to Another Project.
- Click With Quantities or Without Quantities.
Note: If a line item within a group includes quantities from a takeoff, those quantities will be changed to the “extra quantity” type. - Click the project that you want to copy the group to.
Note: The list of target projects where this group can be copied will not include archived projects, projects marked to be deleted, or projects with locked pricing. - The group is automatically added to the selected project.