How to save a copy of a project as a template project in Contract Manager and create new projects from it.
Example #1: When Submittals are logged, save project as a template to copy for your next project.
After all of the Summitals have been entered and before they are updated with reviewers, etc., save this project as a “template” project. This option will save project data at its current status. Create a new Project from this “Submittal” Project template. All of the Submittals will be created ready for adjustment and distribution.
Example #2: Use the bar chart schedule in the Submittal Module to submit to the client as a deliverable .
Change the layout to “Bar Chart” in the Submittals module, and a “bar chart” is ready to print for review and distribution as a “deliverable” if required by your Award Contract. No need to create a separate schedule.