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Syncing Item Updates Between Project and Catalog

How to use the Update To Catalog and Update From Catalog features to sync the updates to Items between the Project and the Catalog

A
Written by Ashok P
Updated over a month ago

You can use the following Update-related features available on the Catalog tab in the Project Editor to update the details of the items in the project and those in the catalog.

  • Update To Catalog - used to update item changes made in the project to the catalog.

  • Update From Catalog - used to update item changes made in the catalog to the project.

You have great control and flexibility with what data gets updated when using these features.

Update to Catalog

The Update To Catalog feature can be used to update changes to pricing or labor hours made in the project to the catalog for use on future projects.

Select one of product(s), labor item(s), or package(s), click Catalog > Update To, and choose either Products, Labor, or Packages, depending on what you've selected to update.

update to catalog.jpg

The Update form will show you existing items that will be updated and new items that will be created in your SI catalog, depending on the Items you selected.

update to form.jpg

You can use the Fields button to choose the fields you want to update in the SI catalog.

fields dropdown.jpg

Depending on what items you've selected, you have options to:

  • Update new products

  • Update existing products

  • Mark new products as approved

If the items you selected have accessories, you have options to:

  • Append new accessories

  • Overwrite all accessories

  • Ignore accessories

accessories options.jpg

If you would like to update the system assigned to the item from the project to the catalog, you can check the Update System option.

update system.jpg

Update From Catalog

The Update From Catalog feature can be used to update changes to pricing or labor hours made in the catalog to the project.

Select one of product(s), labor item(s), or package(s), click Catalog > Update From, and choose either Products, Labor, or Packages, depending on what you've selected to update.

update from catalog.jpg

The Update form will show you existing items that will be updated.

update from form.jpg

You can use the Fields button to choose the fields you want to update from the SI catalog.

fields dropdown 2.jpg

You can also choose your pricing option (if updating the Unit Cost field) and choose whether you want the System field to update from the catalog to the project.

update from options.jpg

Project Setting

You can use the Project setting under Control Panel to trigger the Update To Catalog feature when edits are made to items in a project.

project setting.jpg
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