To create a project that is similar to an existing one, you can copy that existing
project. You can make the copy when the project is in any state. You can then edit the copied
project as needed. This functionality provides you a high flexibility with many options.
About this task
To copy a project, or to edit a copied project, you must have the appropriate security
permission.
Procedure
-
Go to the Summary tab of the project you want to
copy.Note: The copy option is available on all tabs.
-
Click Copy ().
The Copy project dialog box opens.
-
Select the Make me the owner check-box to become the co-owner with the
current project owners.
-
Select either the From project or the From
template
(this is the project template) or Customized copy as the source to
use in the new project.
-
On clicking the Customised Copy button, a hidden section, consisting of
Summary, Workflow, Budget, Tracking and Attachment tabs, becomes visible. On clicking the other
buttons (From project or the From template), this panel remains hidden.
-
On clicking the Summary and Workflow button, a
dropdown shows and you can make further choices. From the Summary page you
have the option of including the dates from the original project. If the Include Dates
checkbox is unchecked, then the dates field remains blank in the new project. From the
Workflow section, you can choose to keep the dates and attachments by
checking the required checkboxes. By default, all the checkboxes are checked.
-
On clicking the Attachments Button, a dropdown shows up with two options
Include Attachment from Project and Include Attachment from
Template. As the name suggests, the attachments will be copied from the project or from
the template respectively. The Include Attachment from Project radio button
is checked by default. If you choose not to copy any attachment then you may keep the
Attachments button unchecked.
-
If the template of the project you are copying from has no metrics, then the
Tracking tab will remain hidden under theCustomised
copy section.
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If the Financial module is disabled in the original project, then the
Budget button is hidden under the Customised copy
section.
-
If the project you copy is linked to a parent program or project, and you wish to maintain the
link in the newly copied project, you can do that by checking either the Copy parent
program link or the Copy parent project link.
- Click OK.
The Summary tab opens in a View mode for the new project . The name defaults
to Copy of original project name.
-
The Edit button will remain enabled or disabled as per your project
permissions. Modify any information that you want to change in the copied project, including the
default name, and click Save Changes.
-
Under Include custom tabs pane, you can perform the following actions.
By default, all the tabs are selected.
- If you want to copy the current data from the project instance, select all
checkboxes.
- If you want to copy the default value of the form from the template level, deselect the
checkbox for that tab. If the default value for a required field in a form is set to null, then the
current value gets copied, provided the ValidationWizardStep under Configuration is set to
true
.
Note: The checkboxes are disabled and you cannot copy the form from the template if the form
contains one or more required fields. You can copy the form from the instance and make the changes
after copying the project.
Results
The new project appears in your All Projects view and your My
Projects view. New projects have a status of Not Started.