This guide shows you how to add products from your library to your schedule so you can specify items quickly without manual data entry.
Before you start: Make sure the products you need are already added to your Product Library. Access: How to add products to your Product Library
Adding from your Product Library
Select products from your library view and add them to any project schedule in bulk.
Open your Libraries > Product Library
Hover over the product card and click the circle icon to select the item
Click Add to schedule in the bulk actions menu
Select the project, schedule, and section you'd like to add this product to
Note: You can bulk select multiple products at once by clicking the circle icon on each product before adding them to your schedule.
Adding directly through your Schedule
Add products one at a time while working in a specific schedule section.
Within your Schedule, navigate to the section where you want to add a product
Click Product from Library under that section
In the Add product tray that opens on the right, search by product name, supplier, brand, or description
Click on the product to add it to your section
Important: Products are copied to your schedule, not synced. If you update a product in your Product Library, you'll need to manually update it in your schedule as well. This prevents unintended changes across multiple projects.
Need more help adding products to your schedule? Contact our support team via live chat for personalized assistance.