Home > SI Documentation (v17) > User Guide > Projects > Project Editor > Tools Tab > Replace

Replace

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The Replace function is accessible within a Project Editor via the Tools tab and allows you to replace existing Products, Labor Items, Packages, or Solutions.

 

replace dropdown.jpg

 

This feature is essentially a "delete/add" function but with the added benefits of maintaining some of the original Item's information. Replace can be used for Products, Labor Items, and Packages. The details below are for Products as they have the most options.

 

Once you have selected the Item(s) that you want replace, click the Replace button and choose either Product, Labor, or Package. Note: For this to work for multiple Items they must be the same Items. 

 

This will open the following form listing Products in your Catalog.

 

replace form.jpg

 

Note: This list may be filtered by Category\Subcategory but you can click the Reset button on the ribbon to clear the filter to view your entire Product list. There is a Project Setting if you want remove this pre-filter.

 

project setting 1.jpg

 

Choose a replacement item from your Catalog or if necessary you can create a new Product. You have multiple options for maintaining characteristics of the item that you are replacing:

 

options.jpg

 

Note: There is a Project Setting for whether or not you want to persist your Replace options or not:

 

project setting 2.jpg

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