This feature is available on all Goodshuffle Pro Plans.
Duplicating a project is useful when you want to create another event for the same client with the same inventory or venue. You can also easily shift all of the dates and times on the project while duplicating. Here's how:
To avoid common mistakes, double-check the option you are selecting in the project menu. Ensure you click "Duplicate" and not "Delete" to prevent accidental removal of the project. If you accidentally delete a project, you may need to contact support for recovery assistance.
To duplicate a project, open the project itself and select the "more" icon:
In the provided drop-down menu select "Duplicate Project"
The option to change some or all of your project dates will appear, ensuring you can accurately duplicate your project with the correct dates for your new event. Here are the options you'll have:
When duplicating a project, the pricing from the original project is carried over. This ensures consistency with the original pricing structure. However, it is recommended to review and update the pricing in the duplicated project to reflect any current rates or changes.
Choosing "Move all dates relative to Event Start Date" will shift all dates on your project (Line Item Group dates, hourly services, and logistics) relative to the event start date. If your duplicated event will have similar delivery times and services on the new date, this is a helpful option!
Choosing "Copy/Paste" will allow you to copy dates from one area to another. For example, if your hourly services will match your logistics dates on the new event you can "copy" and then "paste" those times.
You can choose to update your pricing to the current inventory rates.
If your Line Item Group dates (article) shifted or were extended, you can choose "Recalculate Pricing" to recalculate your daily priced items.
Once you've selected your new dates/times, click "Duplicate Project" and voila - your duplicated project with updated times is ready to get sent and signed for your repeat event. Best Practices for Reviewing Duplicated Projects:
Review all project details, including pricing, dates, and client information.
Update pricing to align with current rates or specific client agreements.
Confirm the duplicated project is in the correct status and visible to the appropriate team members. By following these best practices, you can streamline your workflow and ensure that duplicated projects meet your needs.
Need Additional Support?
Click the blue chat bubble in the bottom-right corner of your screen to message our support team—we’re happy to help!