The Drop Zone is a section in the Project Editor that is displayed on the right side of the interface. It displays your locations and systems for the project.
In the Drop Zone, you have the option to:
Add items to the Drop Zone from the catalog
Add items to the Drop Zone from other projects
Open the project, clone items, and assign them to the relevant locations and systems.
Add from Catalog
To add items to the project, expand the Product Explorer, Labor Explorer, or Package Explorer by clicking on the tabs on the left side of the Project Editor interface.
If this project has a Mobile Quote linked, you will also see the Mobile Quote Explorer available.
Once the Explorer is expanded, click the Pin button to keep the window from auto-hiding if desired.
Find what you want via the Search field, Quick filter, Queries, or Column filters.
If desired, you can change your view from the default Grid view to a Tree view of your choice.
In the Drop Zone, select locations and/or system, click the item(s), hold and drag the items over to the Add section in the Drop Zone, and let go of the mouse.
You can also drag and drop anywhere in the Project grid, and the location and system selections in the Drop Zone will be respected.
The items will be added to the project.
Add From Another Project
You can also drag and drop items from one project to another.
Select the items you want from one project and drag the items to the Add section of the Drop Zone in the other project.
You will get the following prompt (as this is essentially a copy/paste function) on whether to assign to the location(s)/system in your Drop Zone, or if you would like to respect the locations and systems from the "source" project.
Because you are adding these items from another project, the pricing may not match the items in your catalog.
You can use the Update From Catalog feature to update the pricing and any other fields you want to match with your catalog.
Cloning Items within the Project
You can also drag existing items in a project to the Add section of the Drop Zone to clone them into the location(s) and system selected.
This is useful if you have a location like "Office 1" with all the items added, and then you want to replicate some or all of the items to Office 2, Office 3, etc..
This is the Clone function, so you are cloning the item data from within the project, i.e., the data is not coming from your catalog.
This is useful when you have modified any of the items' fields within the project and want those changes to apply to the items being added to the project, e.g., you added a discount to some or all of the items in the project.
You can use the Drop Zone to reassign the location and system of items already in the project. Select the new location and system in the Drop Zone, then select your items and drag them to the Assign section.