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How to add a product from your Product Library
How to add a product from your Product Library
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

Adding products from your library to your schedule is a fast and accurate way to specify products. No more manual data entry - just a few clicks and the rest is taken care of for you.

Instructions:

  1. Within your schedule, click the + New button in the bottom righthand corner of your screen

  2. Select Product from Product Library

  3. Then select which Section you would like to add your product into

  4. This will open up the add tray on the right side of your view. You can search any keywords of the item, supplier, brand or description to suggest the relevant matches.

  5. Click on the product to add it to your section.

Please note, the product is copied to your schedule, not synced. This is to prevent potential errors when applying changes to a product in your library, that may not apply to certain project circumstances. If you update product details in your product library. remember to update your schedule with the new information too

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