How to duplicate, download, and delete sub list templates

With BC Pro, you can create sub list templates to easily import subcontractors into new projects. This article explains how to duplicate, download, and delete sub list templates.

Within a sub list template, click on the top-right arrow to open a drop-down menu.



To duplicate a sub list template

You can copy a sub list template to easily create similar sub list templates to import into projects.

1. Click "Duplicate".
2. Click the "New Sub List Template" tab.
3. Edit the name, number, and select what information you want to copy over.
4. Click "Create New Template".

To download a sub list template

Click "Download Sub List" to receive a CSV file of your sub list template, including contact information for each individual. 

To delete a sub list template

The ability to delete sub list templates helps to keep your sub lists organized so that you can easily import the appropriate subs into a project.

Note: You must have edit permissions to delete a template. If you do not see the option to delete, you can navigate to the "Share" tab and see who has "View and edit" permissions then ask them to delete it. 

1. Click "Delete Template". 
2. In the pop-up window, click "Delete Template"