Copying projects

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.


  1. Go to the Summary tab of the project you want to copy.Note: The copy option is available on all tabs.
  2. Click Copy (Two pages image).

    The Copy project dialog box opens.

  3. Select the Make me the owner check-box to become the co-owner with the current project owners.
  4. 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.
  5. 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.
    1. 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.
    2. 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.
    3. If the template of the project you are copying from has no metrics, then the Tracking tab will remain hidden under theCustomised copy section.
    4. If the Financial module is disabled in the original project, then the Budget button is hidden under the Customised copy section.
  6. 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.
  7. Click OK.

    The Summary tab opens in a View mode for the new project . The name defaults to Copy of original project name.

  8. 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.
  9. 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.


The new project appears in your All Projects view and your My Projects view. New projects have a status of Not Started.