How do I copy a project?

  1. From the Main menu bar, hover over Company Setup,  then select Project/Jobs.

  2. From the Project Menu, select the project to copy.

    1. Select Copy Project.

    2. From the yellow popup, enter the new Project Name, Project Code, and Start Date to reflect your new project.


  3. Select Prime Contractor or Subcontractor.
  4. Select Save Project.

Note: The new project will now have the same reports and report data associated with it as the original project.