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Use Copy to project for a specific new job, or Save as template to keep a reusable studio starting point. Both create a separate document; review its products, prices and wording for the destination project.

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Copy to another project

  1. Open the source document’s actions menu in the project’s schedule or pinboard list, or the proposals list.
  2. Choose Copy to another project…, enter a name and select Destination project. Create another project first if none is available.
  3. For a pinboard, choose how its schedule should be handled:
  1. Choose Copy to project, then open and review the new document.

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Save and use a template

Choose Save as template… in the document’s actions menu, give the template a clear name, then choose Save template. A studio template remains available independently of its original document. In the destination project, choose Use template for the document type, select the template and enter the new document name. For a proposal, select its project if prompted. A pinboard template saves only the board. Its schedule must be saved as a separate schedule template. When using a pinboard template, choose Pinboard only, Link an existing schedule, or Create a new empty schedule, then create the pinboard. This differs from copying a board together with its linked schedule.

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What starts fresh

Check copied page visibility before sharing a board. Check variants, quantities, prices and the destination client before issuing any document. Copying a signed proposal creates a new draft; it does not transfer the original client’s acceptance.