Copy from Master

The "Copy from Master" feature streamlines the development of the schedule of quantities (SoP) by enabling you to import measurements from any existing project into a new one. This feature eliminates the need to create new measurement items, formulas, and pricing worksheets from scratch, ensuring consistency and accelerating the project setup process

Accessing the "Copy from Master" Feature

1. Access the "Copy from Master" button on the right-hand side of the estimation table.
2. By clicking this button a side panel will open, where you can manage and import items from previous “Master” projects.

Select any Previous Project as the Master

1. In the Master panel, click the Settings button located in the top right corner. 
2. Upon clicking the button, a dialog box will appear, allowing you to browse through a list of saved projects.
3. Select the project that contains the items you want to copy. This project serves as your "Master" from which you will import data.

Importing items from the existing project

1. After selecting a project, the items available for import will be displayed. These can include bill items, resources, rates, and more.
2. To import these into your new project, simply drag and drop the desired items into the schedule of quantities (SoP) list.
3. Select multiple items to drag and drop into the schedule of quantities (SoP) list. 

You can make any necessary adjustments to the imported items and worksheets, such as modifying formulas or pricing to fit the new project’s requirements.

Copy a bill item or worksheet from master

1. Bill: Copy from master 
2. Worksheet: Copy from master and resource
3. Resource: Copy from master

Access worksheet

You can access the worksheet by clicking on the worksheet icon in the Actions column. Which will open the worksheet tab.

Benefits of Using Copy From Master

• Consistency Across Projects: Use this feature to maintain consistency in pricing, resources, and other data across multiple projects.

• Efficient Workflow: Take advantage of this feature when managing repetitive tasks or standard items that are commonly used across different projects.

• Estimating Accuracy: During the copy from master the Imported Bill Items worksheets are copied in too, ensuring consistency between the schedule of quantities and the estimate.