Convert scope

Read scope conversion first if you haven't, it explains what each direction does to your data. The per-project → per-unit direction is safe; the per-unit → per-project direction permanently deletes the unselected units' items.

Steps

Open the sheet for the category you want to convert.

Click the scope pill in the sheet header (it reads per project or per unit – <name>).

Choose Convert scope from the menu.

The dialog adapts to the direction:

per-project → per-unit, shows a list of every unit that will receive a copy. Confirm.
per-unit → per-project, shows a radio list of source units (with item counts) and a destructive-action warning. Pick the source unit and confirm.

Convert to per-unit — The dialog says: "This creates N independent sheets, one per unit. Existing items are cloned into every unit, so nothing is lost."

After confirming, you have N sheets, one per unit, each starting with the same items.

Convert to per-project — The dialog warns: "Items in the other units for this category will be permanently deleted."

After confirming, you have one shared sheet for the category, copied from your selected source unit. Other units' items for this category are gone.

What happens to attachments

Attachments are cloned along with the items in both directions. In the destructive direction, attachments on the unselected units' items are deleted along with their items.

What happens to custom columns

Column customizations live per (project, category), not per sheet. They survive the conversion unchanged.

What happens to completion state

Per-project → per-unit: none of the new sheets inherit the source's completion state. They start in editing mode.
Per-unit → per-project: the new shared sheet inherits the source unit's completion state.

When to convert

You're doing…	Convert direction
Same items keep getting entered identically across units	Per-unit → per-project
One shared sheet has rows tagged "for unit A / for unit B" in notes	Per-project → per-unit
Project has only one unit	Per-unit → per-project (one less switch)

Audit

Both conversion directions log a convert_scope event in the audit log with the user, the project, the category, and the direction.

Cannot undo

Especially in the destructive direction, there is no undo. If you might need the deleted units' items later, duplicate the project or export the workbook first.