Copy an element

Every element that can be copied follows the same three-step guided procedure. What changes is only what you are copying — see Copy, templates and import.

A copy always starts from the destination office: open its section, not the one of the source office.

Expand the New button in the toolbar of the section. It opens three options:

Option	What it does
New	creates an empty element
Copy from…	copies an existing element from offices of projects you have access to
Create from template	copies from a template project or office

Step 1 — Select

A table lists the copyable elements of the projects and offices you have access to. Select one or more, and click Next.

Step 2 — Filter

The screen splits in two:

• the navigation tree, with the elements you selected and their relations;
• the detail view of whatever is selected in the tree.

For each sub-element the detail panel shows its status relative to the destination office — already present, so it will be linked, or not present, so it will be created. You can decide item by item whether to link it, create a copy, or leave it out.

Click Confirm when the tree describes what you want.

Step 3 — Copy

The operation runs and the result is shown: what was created, what was linked, and any errors or conflicts.

Note

Step 2 is where you choose between linking and creating. It is where you avoid duplicating an element the destination office already has under a slightly different name.

For a complete worked example, see Copy a work phase between two offices.

The filters of each source

Copy from… offers two:

Filter	Shows
This project	only the elements of the current project
This office	only the elements of the current office

Create from template offers two more, which combine:

Source	Shows
Partner	the partner’s templates, visible only to that partner’s clients
4HSE	the global 4HSE templates

Country — France · Germany · Italy · Spain · United Kingdom · USA

The elements you find are of three kinds: template elements, created in template offices as reference models with standardised, pre-filled data; non-template elements, created in the real offices of your project; and partner templates, created in template offices by a partner.