Copy an existing project

If you want to create a new project that includes all project data, subcontractors, and associated bids of an existing project, use the Copy option on the project's Summary tab.

1. Go to Projects.

2. Select the project that you want to copy.

   The project information pane opens on the right side of the Projects page, displaying the Summary tab.

3. On the project information pane, select Copy.

   Alternatively, on the Projects page, select the more actions icon () for the project that you want to copy, and then select Copy.

4. In the dialog, select Yes to confirm.

   After the copy process is complete, the new project is added to the Projects page. The project name matches the original project name, with "- Copy" appended.

5. Update the project name as needed.