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Import an Existing Work Package
Import an Existing Work Package
James Gold avatar
Written by James Gold
Updated over 5 months ago

OVERVIEW

  • How to Import Work Packages and Resources from another Proposal record

Work Package Import

  • Select the 3 dots of the WP the import should appear under

  • Select Import work package(s)

Choosing what to Import

  1. Find the Record you want to Import WPs from

  2. Select the WPs from the Record you want to import by clicking the boxes

  3. Tick or Untick what resources you would like to import along with the WP

  4. Once completed select Import

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