Copy Cost Catalog Items

Background

In addition to adding new materials in the Cost Catalog, you can also copy existing material items, categories, and catalogs. When you copy an item, a new item is created using the the same details and information as the original item. If you copy a cost catalog or category, all items within that catalog or category are also copied.

Éléments à prendre en compte

Steps

  1. Navigate to the Cost Catalog tool in Procore.

  2. See the steps below for the type of item that you want to copy:

    • Copy a Catalog

    • Copy a Category

    • Copy an Item

To Copy a Catalog

  1. Locate the catalog that you want to copy.

  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the catalog.
    esticom-catalog-ellipsis.png

  3. Click Copy.

  4. Enter a name for the new catalog.

  5. Click Copy.
    The new catalog is automatically added.

To Copy a Category

  1. Locate the category that you want to copy.

  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the category.

    esticom-category-ellipsis.png

  3. Click Copy.

  4. Enter a name for the new category.

  5. Click Copy.
    The new category is automatically added.

To Copy an Item

  1. Locate the item you want to copy.
    Tip! You can enter a search term to the Search bar or use the Filters panel on the left pane.

  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the item.

    catalog-item-vertical-ellipsis-menu.png

  3. Click Copy.

  4. Click Copy to Another Catalog.

  5. Select a catalog from the drop-down menu.

  6. Click Copy Selected.
    The item is automatically added to the selected catalog.

See Also

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