As a Wethos Pro user, you can utilize your past projects to create a new scope in minutes. In this article, you'll learn how to duplicate, re-use, and access your previously created scopes.
Note: Wethos Starter users will not be able to duplicate their project. As a Wethos Starter user, you have the ability to create one fully built-out project, either from scratch or from a Wethos template, and create an unlimited number of invoices connected to this project.
Create project from past scope
On the projects page, select the "create" drop-down.
Select "Project from Past Scope" to duplicate one of your past projects.
Search for the project you'd like to duplicate. Once you've found the one, select "next" to rename the project and assign it to the client.
Select "create project," and voila! Your project has been duplicated and is ready for any tweaks necessary or to be sent right off to your client.
Duplicate the scope directly within the project
You can also duplicate a scope from the project's page by selecting the ellipses next to your proposal's name.
Select "Duplicate Project," and a copy of the scope will be created as a new project.
Still have questions? We're happy to help!
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