The Update To Catalog and Update From Catalog features in Project Editor allow control and flexibility of what data gets updated to/from your SI Catalog.

Here, select the Items in the Project that you want to update to your SI Catalog. These could be pricing changes or Labor Hours changes that you want to apply to the Catalog for use on future Projects.

Click Catalog >Update To on the Catalog tab of the Project Editor and choose either Products, Labor, or Packages, depending on what you've selected to update.

The Update form will show you existing Items that will be updated as well as new Items that will be created in your SI Catalog, depending on what Items you have selected.

The Fields button allows you to choose the fields you want to update to the SI Catalog.

Depending on what items you've selected, you have options to "Update new products." "Update existing products," or "Mark new products as approved."

If the items you selected have Accessories, you have the options to "Append new accessories," "Overwrite all accessories," or "Ignore accessories."

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.

Here, select the Items in the Project that you want to update from your SI Catalog. These could be pricing changes made in your SI Catalog for Items that you've already added to a Project (assuming you are still in the bidding process of course.)

Click Catalog > Update From on the Catalog tab of the Project Editor and choose either Products, Labor, or Packages, depending on what you've selected to update.

The update form will show you existing Items that will be updated.

The Fields button allows you to choose the fields you want to update from the SI Catalog.

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 Project to the Catalog.

Use the Project Setting under Control Panel totrigger the Update To Catalog feature when edits are made to Items in a Project.