Category

Copying Items from a Previous Project

Sometimes, your organization will have repeated Items. Or, if you had Items from a previous event that did not sell and would like to attempt to resell them you can always copy them into your newest Project from a previous one. This is done by viewing your Items, clicking More in the toolbar, and selecting Copy items from Other Projects. You can find a step by step walkthrough below for this entire process.

  1. From the Project Home, select View/Edit Items under the Items header. 
  2. On the Items grid toolbar, click More.
  3. Click Copy Items from Other Projects.
  4. Choose the project from the drop down list. This is the project to copy items from. Click Next.
  5. Select any additional options. By default, the Item's name, value, cost, tax rate, description, restrictions, and notes will be copied.
    • Try to retain Item numbers (a new number will be assigned if the current number is in use).
    • Also copy Item's type, location, section, value type, and category.
    • Also copy Item's Donor(s) and Soliciting Staff.
    • Also copy Item's Date Received field.
    • Also copy Item's Thanked Donor and Thanked Solicitor fields.
  6. Check the item(s) you would like to add to your project.
  7. Click OK. The item(s) are now added into your Items list.


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