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How to copy a job

This guide provides you steps on how to copy a job to allow you to quickly create a new job based on an existing one.

Step by Step Guide:

    1. Navigate to the Jobs Section:

    • Go to Jobs > Jobs

    2. Select the Job to Copy:

    • Locate the job you want to duplicate.
    • Click on the Job No. to open its details.

    3. Initiate the Copy Process:

    • Click the COPY button at the top of the page.
    • The Job Copy Form will be displayed.

    4. Confirm the Copy Action:

    • Click on COPY NOW to proceed.

    5. Access the Newly Created Job:

    • The Job Copy Confirmation page will appear.
    • Under JOB CREATED, click the new Job No. and Description to open the job details page.

    6. Modify Job Details if Necessary:

    • Update any job-specific information as required.

    Tip: Optional: Copy Sub-Jobs and Estimates:

    • In the Job Copy Form, check the box next to sub-jobs or estimates if you wish to duplicate them as well.

    7. Click Save

    Alert: - Ensure that any copied job details comply with project specifications before using the new job.

    • Sub-jobs and estimates can be copied simultaneously to maintain project structure.
    • If necessary, update deadlines, assigned personnel, and budget details after copying.