How can I transfer data from another project or template?

What will you find in this article?

• Summary: How to efficiently reuse data within 12Build.

• Prerequisites and target audience: Who this feature is intended for.

• Selecting a project or template: The first step in the process of finding the source data.

• Importing data: Copying workpackages and contacts to your current project phase.

• Importing the folder structure: Copying the document structure, including any links.

• Manual addition: How to further complete your project after the import.

Summary

You can import data from another project or template via the 'Communication' or 'Documents' tabs. To do this, select a source project, then choose specifically which subcontractors, Workpackages, or folders you want to import into your current project.

Prerequisites and target audience

This article is intended for project managers and work planners who wish to quickly establish a project structure. You must have access to the current project and read permissions for the project or template from which you intend to import data.

Select project or template

The import starts by selecting the correct source.

1. In your project, go to the Communication tab.

2. Click the Templates button and then select Import from project or template. 
   

3. Use the search function and filters to find the desired project or template.

4. Select the source by clicking on it, then click Select.

   • Tip: If you have access to multiple locations, you can also use projects from other locations as a basis. 

Import data

After selecting a project or template, decide which workpackages, subcontractors, and suppliers to include.

1. If necessary, choose which phase of the source project you want to retrieve data from and to which phase in your current project it should be copied.

2. Make your selection:

   • Select all work packages and (expired) subcontractors at once.

   • Select specific work packages or even individual subcontractors.

   • Use the search function to quickly find specific parties.

3. Click the Apply button. 

• If a workpackage already exists in the target project, a pop-up will appear where you can choose to Merge or Create Separately.

• Check the data in the target project, and if everything is correct, click Finish.

Import folder structure

You can also copy the entire folder hierarchy from a previous project.

1. In your project, go to the Documents tab.

2. Click the Templates button, then select Import from project or template. 

3. Use the search function and filters to find the desired project or template.

   

4. Select the project or template by clicking on it.

5. Select the folders you wish to import.

6. Choose whether you also want to include the existing links to workpackages.

7. Manually select specific (sub)folders if you do not wish to copy everything.

8. Click Copy Selection. 

Add manually

The import does not replace your current data, but supplements it.

1. After the import, return to your communication or document overview.

2. If necessary, manually add additional workpackages or subcontractors that were not included in the template.

Frequently Asked Questions (FAQ)

Question: Are the documents themselves also transferred when I copy the folder structure? Answer: No, only the folder structure and the links to Workpackages are transferred, not the files contained in the folders.

Question: Can I transfer subcontractors from the estimation phase to my procurement phase? Answer: Yes, when transferring, you can specify exactly which source phase the data should be moved from and to which target phase.

Troubleshooting

• Symptom -> I cannot find the project from which I want to transfer data.

  • Cause -> You may not have access rights to that specific project, or the project is located in a different branch that is not selected.

  • Solution -> Check whether you have selected the correct location in the search screen and whether you have permission to view that project.