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Procore (en-GB)

Copy Cost Catalog Items

Objective

To copy a catalog, category or item in the Cost Catalog tool in Procore Estimating.

Background

In addition to adding new materials, 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 catalog or category, all items within that catalog or category are also copied.

Things to Consider

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

Steps

To Copy a Catalog

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. Locate the catalog that you want to copy.
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the catalog.
    esticom-catalog-ellipsis.png
     
  5. Click Copy
  6. Enter a name for the new catalog.
  7. Click Copy.
    The new catalog is automatically added. 

To Copy a Category

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. Locate the category that you want to copy.
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the category.

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

To Copy an Item

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. 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.
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the item.

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