Just like you can copy products from your Firm Library to a project, you can copy products from other projects. The process is the same.
Navigate to a schedule in the source project (i.e. the project from which you want to copy products).
Select the product(s) you want to add to another 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 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.
See section below for more information about copying custom data.
That's it! Navigate to your project's Schedule to see the products you selected.
Copying Custom Data with Product
If you choose to copy custom data with products, the following will happen:
Field Mapping:
If a custom field with the same type and name exists in the destination project, data will be mapped to this existing field.
If a field with the same name but a different type exists, a new field will be created with a modified name (e.g., [Field Name] (2,3,4,...)).
Field Types:
List Fields: New options from copied data will be added.
Number Fields: New options will be included; decimal places will align with the destination project.
Text Fields: Text will be copied as is.
Attachment Fields: New attachments will be added.
Data Merging:
If identical fields exist in the destination project, the custom data will be merged into these existing fields.
Views:
Default View:
New columns created during the copying process will be visible and placed at the end/right side.
Shared/Personal Views:
New columns will be automatically hidden but can be made visible as needed.
Note: This feature respects project-specific custom field configurations while ensuring data integrity during the copy process.
📚 Keep Learning 📚
Next: Adding Placeholder Products to Your Schedule