Duplicating a project is an extremely useful feature when you are bidding on multiple, similar projects, or when you want to create a “template” project that you can reuse.
It copies the entire project structure, including its classifications, drawings, and takeoffs.
When to Duplicate a Project
Creating a Template: You can set up a “Master Project Template” that has all of your company’s standard classifications, folder structures, and saved reports already configured. When you start a new job, you duplicate this template instead of starting from a blank slate
Bidding on Similar Buildings: If you are bidding on three nearly identical retail outlets, you can set up the first project, perform the takeoffs, and then duplicate it for the other two. You can then just adjust the takeoffs on the duplicates rather than starting from scratch
“What-If” Scenarios: You can duplicate a project to create a sandbox environment where you can test out different value engineering options or takeoff strategies without affecting your primary bid project
How to Duplicate
Navigate to the Main Projects List: Go to the “Projects” tab in the main navigation menu to see the list of all your projects
Find the Project to Duplicate: Locate the project you want to copy
Access the Duplicate Function:
Hover over the project row and click on the three-dot menu (…) that appears on the top right corner
Select “Duplicate” from the context menu
4. Rename the Duplicate:
The duplicated project will default to “Copy of [Original Project Name]”
All the project sets, drawings and takeoffs are copied in the duplicated project
Click the three-dot menu again and select Edit. From there, you can rename the duplicated project and update any other project details before you start working on it
The system will create a new project with the structure you’ve specified, which will now appear in your projects list, ready for you to work on.