Copy File and Folder Allocations from One Bid Package to Another Bid Package

Let's say you have a bid package that includes the exact mix of files and folders that you want for another bid package. You don't have to scroll around carefully matching check boxes. Instead, you can simply copy the allocations from one bid package column and paste those allocations into a column for another bid package.

To copy file and folder allocations from one bid package and paste them to another:

Select the Bids tab to open the All projects page.
On the All projects page, select a project.
On the Files tab, select View allocation matrix.
Find the column with the allocations that you want to copy, and right-click the column label, which is the name of the bid package it represents.
Select Copy allocation of [bid package name].
Find the column to which you want to apply the allocations that you just copied, and right-click on the column label.
Select Paste allocation of [bid package name].
Now, all of the check marks representing file and folder allocations should be identical for both columns.
Select Save.

Tips

Collapse and expand folders to help navigate the page and view associated files more efficiently. This can be done at the folder level, or from the table header by selecting the Expand all or Collapse all icons.

Next: Export File Allocation Matrix