Adding to a Project

Units can be added to a project from:

• The Results Screen
• The Accessories Screen
• The Documents Screen

Adding Units to an open Project

1. Select the desired units from the Results screen and click Add to Projectfrom the toolbar.

The Add Selections to Opportunity dialog box opens.



2. Enter the desired name for the opportunity, and click Create.
   Alternatively, you can add to an existing opportunity by selecting it from the list of existing opportunities and clicking Add.

The newly created opportunity appears on the Project screen with the selected units.

Merging units into a Project

Units can be merged into an existing project through the following:

1. Select the desired units.
2. Click Add to Projectfrom the Results window toolbar.
3. In the Project Name field, enter the name of the destination project and select it from the drop-down list.
4. Click Merge.

The destination project opens, and the selected units appear on the Equipment screen of the open project.