How to Copy Multiple Items at Once

In order to bulk copy items, do the following:

Step 1. Go to Projects>Items.

Step 2. On the Items page, check the items you would like to have copied to another client.

Step 3. Once those items are selected, click on "Bulk Copy Items".

Step 4. Once the Copy Items window opens, make the necessary selections from the drop-down menus. 

Step 5. Once everything is set, click "Copy Items'



Step 6. Once the Are You Sure? window appears, click OK.


Now when you search for the copied items with the client you copied them to, they will now appear. 

Note:  When using this feature, Other Costs for the Items being copied will not be included.  These costs will have to be added through editing each specific item copied.  This is due to the fact that these associated 'Other Costs' often differ with different clients.