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Workspace PS Web App & Platform
Categories Settings & Administration
Created by Eric Elfner
Created on Dec 10, 2024

RELATED IDEAS

Copy Team Members from Another Project

We sometimes have projects that are very similar to others, not only using our same employees but lots of the same subcontractors and architects. It would be great if you could copy the list from another project and trim the ones you don't need rather than adding one by one. Huge time saver!

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  • Matney Searcy
    Reply
    |     Dec 23, 2024

    Hi Eric, a method that may be useful (especially for the individuals who you are routinely working with like an architect) is adding them at the Portfolio level via the "Users" tab, then allowing them access to specific projects within that Portfolio. See attached for picture reference. This may save you a few steps versus adding them to each project.

    Adding users to...
    Adding users to multiple projects.png
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    Adding users to multiple projects.png

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