Home > SI Documentation (v14) > User Guide > Projects > Project Editor > Adding Items to a Project > Drop Zone

Drop Zone

One method for adding Items to a project is via the Drop Zone. The Drop Zone is a section of the Project Editor that displays on the right side of the interface and displays your Locations and Systems for the Project.


drop zone.jpg

Add from Catalog


To add Items to the Project, expand either the Product Explorer, Labor Explorer, or Package Explorer by clicking on the tabs on the left side of the Project Editor interface:




Note: If this Project has a Mobile Quote linked to it, you will also see the Mobile Quote Explorer available.


Once the Explorer is expanded you can click the thumbtack button to keep the window from auto-hiding if desired:


auto hide.jpg


Find what you are looking for via the Search field, Quick Filter, Queries, or column filters:




You can change your view from the default Grid view to a Tree view of your choice if desired.




tree view.jpg


In the Drop Zone, make your selections for Location(s) and/or System and then click hold and drag the item(s) over to the Add section in the Drop Zone and let go of the mouse button. You can also drag and drop to anywhere in the Project grid and the Location and System selections in the Drop Zone will be respected.


drag to add section.jpg


The items will be added to the Project:


items added.jpg

Add From Another Project


You can also drag and drop items from one Project to another. Select the items you want from one project and drag the items to the Add section of the Drop Zone in the other Project.


one project to another.jpg


You will get the following prompt (as this is essentially a copy/paste function) on whether to assign to the Location(s)/System in your Drop Zone or if you would like to respect the Locations and Systems from the "source" Project.


paste project items.jpg


Note: Because you are adding these items from another Project, the pricing may not be current with the items in your Catalog. You may want to use the Update From Catalog feature to update the pricing fields as well as any other fields you want to match with your Catalog.



You can also drag existing items in a Project to the Add section of the Drop Zone to clone them into the Location(s) and System selected. This is useful if you have a Location like "Office 1" with all the items added to it and then you want to replicate some/all of the items to Office 2, Office 3, etc..




Note: This is a clone function so you are cloning the item data from within the Project, i.e. the data is not coming from your Catalog. This is useful when you have modified any of the item's fields within the Project and want those changes to apply to the items being added to the Project, e.g. you added a discount to some/all of the items in the Project.



You can also use the Drop Zone to re-assign the Location and System of items already in the Project. Select the new Location and System in the Drop Zone, then select your items and drag them to the Assign section:



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