Copy a Project or Plan Sheets

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There are three ways to quickly copy existing project plans in your STACK Takeoff & Estimating account –

• Copy Project - Allows you to copy an entire project and save the copy as a new project.
• Copy a Plan Sheet- Allows you to copy individual plan sheets within your existing project.
• Copy Multiple Plan Sheets - Allows you to copy multiple plan sheets within your existing project at the same time.

This can be very useful for managing addendums, rebids, alternates, phases, and options on a project or when working on similar projects.

You don’t have to spend hours recreating your work and comparing it to the original or worry about potential errors and missing information from manually entry. You can edit the new/copied plan sheet or project as needed while maintaining the original for your records.

What to Know About Copying a Project

• Copying a project creates an entirely new project.
• All project information - including plans, documents, takeoffs (with added items & assemblies), measurements, labels, and estimates - is copied by default; but you do have the option not to include plans and documents in the copy.
• Report and Estimate snapshots and Invite and Share status are NOT copied.
  If the source project was sent as an invite or shared, the new, copied project will not automatically be sent as an invite or shared. However, you can use the Invite and/or Share features with the new project.
• The new project has the same functionality as any other project. You can add, edit, and delete any files, takeoffs, and estimate information you want.
• The new project and the original project are completely independent. Changes made to one project will NOT change the other.
• If you have been invited to a project or someone has shared a project with you, you cannot copy that project. However, the owner of the original project can copy that project.
• You cannot copy Events.

What to Know About Copying Plan Sheets

• The copied sheet(s) are saved in the same project as the original sheet(s).
• You have the option to include measurements, annotations, and/or bookmarks that have been added to the original sheet in the copy.
• The new sheet has the same functionality as any other sheet. You can add, edit, and delete any information you want.
• The new sheet and the original sheet are completely independent. Changes made to one will NOT change the other.
• Deep Zoom legacy sheets cannot be copied.

See below for instructions to:
Copy a Project

• Rename a Project

Copy a Plan Sheet
Copy Multiple Plan Sheets

• Rename a Plan Sheet

Copy a Project

How to copy an existing project to create an entirely new project.

NOTE: The project is copied the moment the Copy Project button is selected. If someone else is editing the project at the same time, those edits will not be captured.

You will not be able to access the original project while it is being copied.

The time it takes for a project to copy can vary depending on the size and number of projects being copied.

1. Click PROJECTS on the main toolbar.
2. Locate the project you want to copy on the project list.
3. Click the three dots to the right of the project.
4. Select Copy Project.
   By default, plans and documents are included when you copy a project. If you do NOT want to include them in the copy, uncheck the Include Plans and Documents box.
5. Click Copy to confirm.

As a project starts to copy, you will see a Copy in progress… notice and have the option to click Cancel to stop the copy if needed (e.g., it is taking too long or there is an error, and it is timing out).

While a project is being copied, you can continue to work on other projects in STACK or close your browser to do other work. Once the copy is complete, you'll receive a notice in My Notifications (designated by a green mark on the My Notifications icon (bell) on the main toolbar) which you can click to open.

The new project will appear on the project list as “Copy of” the original project name but you can rename it if needed.

Rename a Project

1. On the Project List, click on the PROJECT NAME you want to change.
   This will take you to that project's HOME screen
2. Click on the Project Name at the top of the screen and enter the new name.

Copy a Plan Sheet

How to create a copy of an individual plan sheet in your existing project.

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Plans tab.
3. Locate the plan sheet you want to copy under Plans and Documents.
4. Click the three dots to the right of the plan sheet.
5. Select Copy.
   • If the plan sheet does not have measurements, annotations, or bookmarks, this is the last step.
   • If the plan sheet does have measurements, annotations, and/or bookmarks, a dialogue box will open. Continue to Step 6.
6. Check the box next to Measurements, Annotations, and/or Bookmarks if you want them included in the copy.
7. Click Copy to confirm.

NOTE: The new plan sheet will have the same name as the original sheet that was copied with a number in parenthesis at the end, e.g., Page Name (1). Any names longer than 255 characters will be truncated.

TIP: We suggest renaming the new plan sheet and creating folders to keep your plans organized and quickly find what you need. When choosing a name, keep in mind that folders and the plans within them are listed in alphanumeric order.

Copy Multiple Plan Sheets

How to create copies of multiple plan sheets in your existing project at the same time.

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Plans or Takeoffs tab.
3. On the Overview tab, click the checkbox in the upper left of the thumbnail for each plan sheet you want to copy.
   TIP: If you select one thumbnail, hold the shift key and select another thumbnail, all thumbnails between them will also be selected.
   Hotkey CTRL + A (or Command A on a Mac) will select all of the thumbnails and ESC will de-select all selected thumbnail images.
4. Click Copy on the toolbar at the right.
   • If none of the plan sheets have measurements, annotations, or bookmarks, this is the last step.
   • If any of the plan sheets do have measurements, annotations, and/or bookmarks, a dialogue box will open. Continue to Step 4.
5. Check the box next to Measurements, Annotations, and/or Bookmarks if you want them included in the copy. (This will apply to all plan sheets being copied at the time.)
6. Click Copy to confirm.

While the plan sheets are copying, a message will appear in the upper right of your screen stating how many sheets are being copied. Once complete, the copied sheets will appear on the Plans and Documents list.

NOTE: The new plan sheets will have the same names as the original sheets that were copied with a number in parenthesis at the end, e.g., Page Name (1). If there are two sheets with same name being copied, they will have the same number at the end.

TIP: We suggest renaming the new plan sheets and creating folders to keep your plans organized and quickly find what you need. When choosing names, keep in mind that folders and the plans within them are listed in alphanumeric order.

Rename a Plan Sheet

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Plans tab.
3. Locate the plan sheet you want to rename under Plans and Documents.
4. Click the three dots to the right of the plan sheet.
5. Select Rename.
6. Type in the new name.
7. Hit enter on your keyboard to save it.

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If you need additional assistance, please Contact Us.