Reuse project data in a new project or quote request
In the Client Portal 2.0, you can use the information from a previous project or quote to create a new project or quote. This allows you to prefill the request form without having to reenter the same information, such as the selected service or languages.
Important
Not all data can automatically be transferred to a new project or quote. The following fields must be filled out manually:
Project/Quote name.
Price profile.
Requested deadline.
Source and reference files must be added manually for each new project or quote.
To request a new project or quote based on another project or quote in the Client Portal 2.0, perform the following steps:
In the Projects or Quotes module main page, locate the project or quote from which you want to reuse the data.
Use the filters at the top of the screen to narrow down the search.
Click the
icon in the left-hand column and select the required option:Reuse details in project.
Reuse details in quote.
You will be directed to the Request project or Request quote form, where some of the fields will already be filled with data from the selected project or quote.
Alternatively, you can open the required project or quote and click the
icon in the top right-hand screen corner.
If you are assigned to several offices, you must first select the office for which you request a new project or quote.
(Optional) If necessary, edit the prefilled data.
Enter the required information in the empty fields.
Click the Next button and repeat steps 3 and 4 in each display.
In the Summary display, verify the project details and click the Send request button.