You can now create a new project by copying an existing one, including its structure and optionally its products. This feature allows you to use past projects as templates for new ones.
How to copy a project:
Click "New Project"
Select "Start From Template"
Choose the project you want to copy
Configure copy options
Click "Create Project"
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You can also click on three dots on every project, which will allow you to copy, share and delete project.
What gets copied:
Project Info
All project information is copied.
User must edit details to fit the specific project.
User becomes project admin and can add collaborators.
Comparison and Research data
If "copy product" toggle is on, products are copied.
Displays product comparisons by category.
Schedules
Copies all schedules, initially empty.
If products are copied, includes custom data for each schedule.
It also copies, views, filter and sorting setting.
Spec Planner configuration and settings
Copies all section configurations to the new project.
Products are not copied unless "copy product" is enabled.
If enabled, copies products specific to their sections in the Spec Planner.
What doesn't get copied:
Shared links
Saved Search
Export history
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During the copy process:
A status indicator shows copy progress
The copied project image becomes transparent as copying progresses.
The project card will be disable until project is copied.
Note: The copy feature respects your original project structure while allowing you to start fresh with a familiar setup.