Template Management

Multi-Family Copy Project

Use the Multi-Family Copy Project page to copy an existing Project along with one or more of the templates.

Templates in a Multi-Family Project may only be used to create jobs for that Project. To re-use these templates for another Project, use the Copy Project feature to copy these templates over to a new Project.

 

To copy a Project:

  1. Click the Copy Project link from the left nav of the Templates tab.

  2. From the Multi-Family Copy Project Step 1 of 3 page, select a Division. The page will refresh with a list of Communities from that Division.

  3. Select a Community. The page will refresh with a list of Projects from that Community.

  4. Select a Project to copy.

  5. Select a Community where the Project will be copied.

  6. Enter a New Project Name.

  7. Enter a Project Start Date.

  8. Click the Next button.

  9. On Step 2 of 3, select the check box beside each Template you wish to copy to the new Project. As you select each check box re-name the Template and change the Template Number so they are unique within the Division.

To eliminate confusion, rename each Template and enter a new Template Number. For integrated BuildPro users, the new template number must match the template number coming from the accounting system.

 

  1. Click the Next button. The new Project is created and a confirmation message will appear at the top of the page. The new Project name will be displayed along with each Template copied and the Template Number.