Project Organization: Copy and Delete Projects

Fast and Easy Job and Project Management

If you're managing multiple projects, keeping them organized and up-to-date can be a challenge. Thankfully, the Project Landing Page makes it easy to navigate between Projects and perform important tasks like copying and deleting a project. In this guide, we'll show you how to copy and delete a project on the Project Landing Page. 

Copying a Project

When you Copy a Project, all your groups and items will be transferred to a new Project, but any comments, orders, or team members will not be brought over. This is a great way to template projects where you may buy the same items repeatedly while keeping your orders attached to the correct job.  

1. Navigate to the Project on your Project Landing Page you want to make a Copy of 
2. Click the three-dot menu in the top right corner of the Project Tile 
3. Click Copy, a new Project will be created at the top of your list of Projects 

Deleting a Project

Deleting a Project will not affect any orders saved to the Project, but it will be removed from your Project list and any other Team member that may have access to it. Only the Owner/Creator of a Project has permission to delete that Project. 

1. Navigate to the Project on your Project Landing Page you would like to Delete.  
2. Click the three-dot menu in the top right corner of the Project Tile 
3. Click Delete. A confirmation modal needs to be accepted ensuring you want to delete your Project, as this action cannot be undone.  

Leaving a Project

Projects that you have been invited to will appear on your Project Landing Page. If you want to leave them at any point, the Project will be maintained with the Owner/Creator of that Project, and you leaving will not affect that in any way.  

1. Navigate to the Project on your Project Landing Page you would like to Leave 
2. If you have not joined the Project yet, click the Leave button on the Project tile 
3. If you have already joined the project, click the three-dot menu in the top right corner of the Project Tile.  

Let's Get Started