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How to Duplicate a Project in Plannerly: What to Keep and Leave Behind

44 seconds Published 3 chapters

About this video

Step-by-step guide: https://help.plannerly.com/en/article/109-how-to-duplicate-a-project-in-plannerly-using-templates-instead
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

Starting every job from scratch throws away what you got right last time. See how to duplicate a project in Plannerly, choose what comes across (documents, scope, teams, settings), and know that people, signatures and approvals stay behind for a clean start.

In this video:
0:00 Why not start from scratch
0:11 Duplicate project
0:25 What stays behind

Next: Archive or Delete? The Right Way to Manage Plannerly Projects: https://youtu.be/XuBos4Vdnv0
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/

LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC

#BIM #ISO19650 #Plannerly

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