Copy an Existing Job
As you build an estimate, you may want to reuse pay items, cost items, or resources from a previous estimate. When you plan to reuse the majority of content within a job, you can simply make a copy of the existing job.
Using the Create a new Job from… Existing Job option on the Backstage View creates an exact replica of the existing job, including the job’s properties, pay items, cost items, and resources.
The following Step by Step walks you through how to make a copy of an existing job.
Step by Step — Copy an Existing Job
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Click the File tab on the Estimate landing page.
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From the left side panel, select New, then select Existing Job.
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The Job Register displays a list of your existing projects; select the Training Job and click OK.
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On the New Job dialog, click the ellipses and select a Core Project.
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In the Code field, type Infra Job Copy with your initials.
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To copy the cost details from the existing job to the new job, verify that the Copy Cost Details checkbox is selected
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If you wanted to copy just the cost item structure without cost details, you would uncheck the box.
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Uncheck the check for copying the PBS Changes Log, Copy Quotes and Auto-Update Job in Connected Analytics.
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Click OK to create the new job.
The new job opens with the Job Properties form active, so you can begin to modify the new job as needed. If you look through the tabs on the Job Properties form, you will find that it looks exactly like the job from which it was copied. Other forms, such as the Pay Item & Proposal Register and the CBS Register, also look the same in both jobs until you make modifications in one job or the other.
This is a very easy method for creating a new job, and it is a good choice if you want to copy an entire job. However, if you want to pick and choose which parts of a job to duplicate, the Bid Wizard is a better choice.
