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How to copy products to another schedule
How to copy products to another schedule
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

If you are using the same product/s across your projects, you can save time by copying products across to other schedules within your profile. You can either copy single products or multi-select a few to copy over!

How to copy a single product:

  1. Navigate to the product/s that you would like to move to another part of your Schedule

  2. Click the Three dots at the end of your product row

  3. Select 'Copy To'

  4. Choose your destination Project name

  5. Choose your destination Schedule

  6. Select the Section you'd like to copy the product to

  7. The product will be automatically added to the bottom of your nominated section

How to copy multiple products:

  1. Within your Schedule, hover your mouse over the product rows, check the Checkbox to the left of your Product row. You can Multi-select as many products as you like.

  2. Click on the black 'Action' button in the top right hand side of the top toolbar

  3. Select 'Copy to' button

  4. Choose your destination Project name

  5. Choose your destination Schedule

  6. Select the Section you'd like to copy the products to

  7. The products will be automatically added to the bottom of your nominated section

How to copy a section:

  1. Navigate to the section that you would like to copy to another Schedule

  2. Click the Three dots at the end of your section row to open product options

  3. Select 'Copy To'

  4. Choose your destination Project name

  5. Choose your destination Schedule

  6. The section and the products within will be automatically added to the Schedule you selected.

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