• SHAWELECTRIC
    0
    If you have several customers who need the same thing, after doing the first bid, how do you use it as a template ?Can we copy and rename it?
  • Admin
    6
    You can make a copy of the template project and change the customer info as needed.

    There is a feature in the File menu titled Create Project Revision. This makes a copy of the project and changes the status of the original project to "Original". You will need to change the status of the original back to Active.

    Open the copied project and select the new customer in the customer info tab. Don't type in the new customer name. If you do, it will change the customer name for the original project as well since it has the same customer number. You must create a new customer of select an existing customer.

    The Project List displays the customer name so even if there are projects with the same name, you can tell them apart by their customer name.
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