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 displayed in Schedules
Navigate to Schedules
Select the product(s) you want to add to your project
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's schedule where you wish to add products.
Click on + Add Product at the top bar and choose Select from Firm Library.
All products saved to the Firm Library, including Placeholder Products will be displayed.
Click on each product to select them.
Use the search bar to find products.
Use the Category and Manufacturer filters to narrow down products.
Click Add Products and the products you selected will be added to your project schedule.
📚 Keep Learning 📚