Contents x
    Copy a project
    • 11 May 2023
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Copy a project

    • Updated on 11 May 2023
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article Summary

    How to duplicate a project and submittal

    Projects, details, copy project.png

    What is copied

    The following information from the project will be copied:

    • Project details

      • City, state
      • Applicant name, email, phone number and relationship

    • Job details:

      • Use type
      • Estimated valuation (if available)
      • Improvement type
      • Construction type (if available)
      • Occupancy classification (if available)
      • Description of job
      • Billing type
      • Task code

    • Submittal details

      • Plan format
      • Location of plans
      • (Received date will default to "today")
      • Disciplines
      • Assigned to


    💡 Times when you may consider copying a project
    • If you created a project in the wrong jurisdiction, you can copy it over to the correct jurisdiction.
    • Need a project deleted? Fill out this quick form to request the deletion.
    • If you are creating a project with information similar to a project that has already been created, you can copy the initial project to save time on data-entry.
    What's Next