Hi,
I’m building a page to track hours — comparing what we’ve budgeted versus the actual hours spent. We’re tracking time in Harvest, and at the moment I’m manually entering that data to match it up, which means there’s no direct link between the two systems.
We use the same standard phases for every project (example: B01-B09). Each time a client signs a fee proposal, I want to add these same phases to the new project and allocate the initial budgeted hours. In Excel, I’d simply copy and paste multiple rows, but in this system I can’t duplicate more than one row at a time, which is slowing things down.

Ideally, I’d like to be able to duplicate all phases (B01-B09) and assign them to a new project in one go, then input the hours. I also update the actual hours weekly, so it needs to be easy to maintain.
I’ve been exploring whether an interface with a button (plus an automation) could do this — so that with one click it would add all the phases for me — but I’m a bit stuck on how to set that up.
Questions:
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Is there a simpler way to set this up so I can quickly duplicate phases across projects and track hours?
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Or is there a completely different way I should be approaching this?
Thanks so much for any advice. Please feel free to talk to me like an idiot — I’m still learning and want to get my head around this properly!