Copy a project
Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.
Before you begin
Role required: it_project_manager
Procedure
- On the Project form, select additional actions icon (
additional actions icon.\) and select **Copy Project**.
On Copy the selected project modal, enter the New Project Name.
Select a Start date and select OK.
Copy partial project, which is available from the Project Task form, provides similar functionality. It copies all task or project relationships and children from the selected project and inserts them into the current project. In this case, a new project record is not created.
Result
Actual duration and the actual start and end dates are reset to null values. The state is set to New and percent complete is set to 0.
By default only the short description, planned dates and duration fields are copied from source project to the target project. If additional columns must be copied, they should be declared in the project property List of attributes that will be copied from the originating project task.
- Change default values of copied project
Reset or change the default values for copied fields in the new copied partial or complete project.
Parent Topic:Starting a project
Related topics
Create a project task from a project
Create a parent-child relationship on the Project Task form
Create a monetary benefit plan for a project
Create a non-monetary benefit plan for a project
Associate monetary and non-monetary benefit plans
Recalculating costs of all resource plans in a project
Create and manage waterfall projects
Activate project task email notifications
Change the planned start date of a project
Costing add-on in Project Management
Create a project status report
Migrate budget of active projects to Next Experience