Copy a Project (v10.xx)

Copy a Project (v10.xx)

At any point, you can create a copy of an existing project. A project copy not only includes the Project Description document but also all related project data such as the Plan, Tasks, Deliverables, Costs, etc. To copy a project:

  • Open the Project Description document.

  • Click on "Actions" on the menu bar and select "Copy".





Select the appropriate "Projects" database for the new project.




The system will open the new Project Description document. You will need to rename the copied project, as it will initially retain the name of the original project.




Save and close the document.


Note: If the project code is not generated manually, both the project name and code will need to be changed before saving and closing the document.


    • Related Articles

    • Copy a Project (v8.xx)

      It is possible at any moment to create a copy of an existing project. A project copy does not just copy the project description document; it copies all project data including the plan, tasks, deliverables, costs, etc. to copy a project: Open the ...
    • Project Definition (v10.xx)

      A well-defined project has the highest potential for successful completion. Unfortunately, the project definition step is often overlooked, leading to many common project issues. Defining a project well means clearly outlining what needs to be done, ...
    • Project Definition (v8.xx)

      A well-defined project is a project with the highest potential for success completion. Unfortunately, the project definition step is one that is often neglected and therefore the cause of most project problems. Defining a project well means to ...
    • Project Templates Definition (v10.xx)

      Project templates are very useful, reusable elements. Each project template can include a set of pre-filled documents, offering a time-saving solution for project leaders allowing them to quickly create new projects based on similar model projects. ...
    • In the Project Description (v10.xx)

      The project description of a project template is created either from scratch or by copying an existing project. Change the 'Status' field of the project description to 'Template' (code #01). In the 'Participants' section, fill in the lists with ...