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How To: Copy a Project

Steps

  1. Select the Project
  2. Open Project Actions be clicking on the ELLIPSES icon
  3. Select the COPY action
  4. Enter a new Project Name
  5. Click COPY

Or

  1. Open your Organizations Navigation Menu
  2. Hover over the Project Name
  3. Open Project Actions be clicking on the ELLIPSES icon
  4. Select the COPY action
  5. Enter a new Project Name
  6. Click COPY

Notes

When you copy a project all milestones, task lists, and tasks will be copied with the following rules:

  • Milestones will be set to uncompleted
  • Tasks will be set to uncompleted
  • Checklist Items will be set to uncompleted
  • Due Dates will not be copied over
  • Messages will not be copied over
  • Timesheet Entries will not be copied over
  • Attachments will not be copied over

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