This guide shows you how to move, duplicate, copy, and delete products in your Schedules so you can efficiently organize and maintain your project specifications.
Moving products within your Schedule
You can reposition products within the same section or move them to different sections in your Schedule.
Moving a single product within the same section:
Navigate to the product you want to move
Click the Six Dots to the left of your product bar
Drag the product to your desired position
Moving a single product to another section:
Navigate to the product you want to move
Click the Three dots at the end of your product row
Select Move to section
Select the Section where you want the product
The product will be added to the bottom of your chosen section
Moving multiple products:
Hover over product rows and check the Checkbox to the left of each product you want to move
Click the Action button in the top toolbar
Select Move to Section
Choose the Section where you want these products
Duplicating products in your Schedule
Save time by duplicating products instead of re-entering product information.
Navigate to the product you want to duplicate
Click the Three dots at the end of your product row
Select Duplicate
The duplicate entry will be added directly below your original product
Note: Duplicated products are separate entries. Changes to one product won't affect the other.
Copying products to another Schedule
Copy products across projects to reuse specifications without starting from scratch.
Copying a single product:
Navigate to the product you want to copy
Click the Three dots at the end of your product row
Select Copy To
Choose your destination Project name
Choose your destination Schedule
Select the Section where you want the product
The product will be added to the bottom of your chosen section
Copying multiple products:
Hover over product rows and check the Checkbox to the left of each product you want to copy
Click the Action button in the top toolbar
Select Copy to
Choose your destination Project name
Choose your destination Schedule
Select the Section where you want the products
The products will be added to the bottom of your chosen section
Copying an entire section:
Navigate to the section you want to copy
Click the Three dots at the end of your section row
Select Copy To
Choose your destination Project name
Choose your destination Schedule
The section and all products within it will be added to the selected Schedule
Archiving and deleting products
Remove unwanted products from your Schedule by archiving (temporary) or deleting (permanent).
Important: Deleting products is permanent and cannot be undone. Use archiving if you might need to reinstate products later.
Archiving a single product:
Navigate to the product you want to archive
Click the Three dots at the end of your product row
Select Archive
The product will automatically disappear from view
Unarchiving a product:
Click the three dot button in the top Schedule toolbar
Toggle on Show Archived
Click the Three dots at the end of the archived product entry
Select Unarchive
Toggle off Show archived to hide remaining archived products
Deleting a single product:
Navigate to the product you want to delete
Click the Three dots at the end of your product row
Select Remove from Schedule
Click the red Delete button to confirm
Archiving or deleting multiple products:
Hover over product rows and check the Checkbox to the left of each product
Click the Action button in the top toolbar
Select Archive or Remove from Schedule
Confirm your action if prompted
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