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Procore

Copy Cost Catalogue Items

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Objective

To copy a catalog, category or item in the Cost Catalogue tool.

Background

In addition to adding new materials in the Cost Catalogue, you can also copy existing material items, categories and catalogs. When you copy an item, a new item is created using the the same details and information as the original item. If you copy a cost catalogue or category, all items within that catalog or category are also copied.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the Company level Cost Catalogue tool.

Steps

  1. Navigate to the Cost Catalogue tool in Procore.
  2. See the steps below for the type of item that you want to copy:

To Copy a Catalog

  1. Locate the catalog that you want to copy.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the catalog.
    esticom-catalog-ellipsis.png
     
  3. Click Copy. 
  4. Enter a name for the new catalog.
  5. Click Copy.
    The new catalog is automatically added. 

To Copy a Category

  1. Locate the category that you want to copy.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the category.

    esticom-category-ellipsis.png
     
  3. Click Copy.
  4. Enter a name for the new category.
  5. Click Copy. 
    The new category is automatically added.

To Copy an Item

  1. Locate the item you want to copy.
    Tip! You can enter a search term to the Search bar or use the Filters panel on the left pane.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the item.

    catalog-item-vertical-ellipsis-menu.png
     
  3. Click Copy. 
  4. Click Copy to Another Catalog.
  5. Select a catalog from the drop-down menu.
  6. Click Copy Selected.
    The item is automatically added to the selected catalog.