There are two ways of adding products to Schedules from the Firm Library:
Starting from the Firm Library
Starting from Schedules
Let's look at each method.
Starting from the Firm Library
Navigate to your Firm Library by selecting it from the Firm Library shortcut, the Projects page, or the projects list, in the the left-side menu.
Your Firm Library looks like any other Project. Products are organized in schedules according to categories.
Navigate to the schedule you are looking for.
Select the product(s) you want to add to your project's schedule.
Hover over the product and click on the box that appears to the left of the product's name.
ORTo select all products, click on the box to the left of the product column header.
With the product(s) selected, click on the three dots button in the top bar.
Choose Copy to Product to Project.
Select the destination project to which you want to add the product(s), and toggle on/off the Copy custom data option.
For more information about copying custom data, check out this article.
That's it! Navigate to your project's Schedule to see the products you selected.
Starting from Schedules
Navigate to the project and the schedule where you wish to add products.
Click on the + Add Product sign at the top bar and choose Select from Firm Library.
Click on each product to select them.
Use the search bar to find products.
Use the Filter option to find products from a specific Manufacturer.
Click Add Products and the products you selected will be added to your project schedule.
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