Copy Job Information to a New Job

Related topics

Set up a job

Set up job cost codes

Set up job phases

Enter estimated job expenses and revenue

Perform other job costing tasks

Read the job setup overview

You can create similar jobs including estimates (but excluding beginning balances) from a job that you have already set up using the following method:

  1. Click the Jobs navigation aid in the Customers & Sales Navigation Center and select View and Edit Jobs.
  2. Select the job you want to copy and click Open.
  3. Change the job ID to the new ID you want to use for the new job.

  4. Click Save. The new job is saved with information from the job you copied from. You can make any changes you want to the new job's information.