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Workspace PS Web App & Platform
Categories Workflow
Created by Guest
Created on Mar 7, 2024

RELATED IDEAS

copy new project from an existing open project

Due to the fact there is not a true integration for job information (job number, job address, start & finish date, contact information, etc.) it would be nice to be able to use a existing project as a template and copy information to a new job. This would make the set up faster when you have separate job numbers for the same project.

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  • Brendan Radich
    Reply
    |     Mar 19, 2024

    1. You can already create a project from another project. See attached screenshot.

    2. ProjectSight has an API that you can get access to, to build integrations with your other software.

    CleanShot 2024-...
    CleanShot 2024-03-19 at 09.33.29@2x.png
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    CleanShot 2024-03-19 at 09.33.29@2x.png

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