Video - InEight Estimate - Copy an Existing Job

TRANSCRIPT

To InEight Estimate. In this video, we'll look at how to take advantage of already existing projects and re-use project activities and resources as needed by making an exact replica of the project. This is the equivalent of doing a Save As to create a new project. To create a copy of a project, select File to go to the backstage view.

Then select New. From the list of options, select Existing Job. You can also access this option from the start option under the Create A New Job From.... section. Click on Existing Job, and the Job Register opens.

From the Job Register, select the project you wish to copy, then click OK. Enter the code for the new job in the Code field. Note, you can choose not to copy cost details, the PBS Changes Log, or Quotes if desired. You can also decide if you want to have the job automatically update to the data warehouse for reporting purposes.

When done, click OK to create the copy. The new project is created containing all the job properties, pay and cost items, resources, and other data as the project you copied. And on the new job, you can see the name of the source job from which this one was created and your name as the creator. And that's how you copy an existing job within InEight Estimate.

Thanks for watching.