How do I reuse company-library resources or work from a previous bid?

🧮 Estimating
  1. Use Save to company library for a resource/group or Save activity template for an activity.
  2. In the destination, choose Insert from library and a saved version, or From previous bids and a preserved revision. Snapshot current source work first if it is not listed.
  3. Select the items, activities or resources. Choose Copy as saved or Adapt to new quantities; decide whether each fixed cost is kept or excluded.
  4. Use Preview copy, review the costs, then acknowledge and Confirm insertion.

Within one bid, select resource lines and use Copy resources → Paste resources in the destination activity, then preview and confirm.

Copies retain saved prices and assumptions, but need review in this bid. Source notes and attachments are not copied. Starter packages use their own shorter Add to activity workflow.

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