Acelab

Just like you can copy projects 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, that is the project from which you wan 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. OR
- To select all products, click on the box to the left of the product column header.

- Navigate to a schedule in the source project, that is the project from which you wan 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. OR
 - To 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.

- 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.

- 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.

- That's it! Navigate to your project's Schedule to see the products you selected.

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If you choose to copy custom data with products, the following will happen:

- 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,...)).
   

- 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.

- If identical fields exist in the destination project, the custom data will be merged into these existing fields.
   

- 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.

1. 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,...)).
 
2. 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.
 
3. Data Merging:
 - If identical fields exist in the destination project, the custom data will be merged into these existing fields.
 
4. 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.

Copying Custom Data with Product

Next: Adding Placeholder Products to Your Schedule