Can I duplicate an existing project setup?

Created by pranay dhabarde, Modified on Wed, 20 May at 8:37 AM by pranay dhabarde

Yes, you can duplicate a project setup using project templates in Closeout Pro.

You can create a template from the Admin → Project Templates section, where you can configure settings such as Closeout Items, Submittals, and Punch List, including their mappings.

When creating a new project, simply select the saved template, and the system will automatically apply the configured settings. This helps save time and keeps project setups consistent.


 

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