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03.03 Copying a Sample Project to Your Organization

Last Updated: 2022-05-09 10:01

You can use Sample Projects for training/onboarding new estimators and/or learning program additional functionality. You can even use the templates in them to get started on a project of your own.

Before you can do anything with Sample Projects, you'll need to copy one or more to your Organization.

Copying a Sample Project

On the Sample Projects Tab, locate the project you want to add. (You can add as many as you like, but you add them one at a time.)

To copy a Sample Project into your Organization's Project and Bids List, simply click on the Sample Project Name in the first column.

CC-Takeoff Sample Projects Tab

In the pop-up, specify a name for the new Project and then click "Add Project".

CC-Takeoff Sample Projects Tab - Copy project to Org

The project is then copied to your Organization. You can access it on the Projects and Bids List.

Opening a Sample Bid

Locate the copy of the Sample Bid in your Projects and Bids List.

Opening Sample Project from Projects and Bids List

Double-click the Base Bid within that Project (see Opening a Bid for details).

The Bid opens to the Takeoff Tab with an overview of some key functionality and resources.

Paint sample project Takeoff Tab

Next, let's look at creating a Project from scratch.

 Working with Project Intelligence ProjectsCreating a Project Manually - Step 1 - Create the Project and Base Bid 



 

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