Duplicating a project helps you save time when setting up similar projects. Instead of starting from scratch, you can copy selected elements from an existing project and adjust what you need.
This is useful for:
- Recurring project types
- Projects with the same customers or teams
- Predefined folder or WBS structures
🖱️ How to Duplicate a Project
- Select the Project to Duplicate
Click the project record in the list view. - Click "Duplicate"
Use the Duplicate action in the project menu. - Adjust the Project Information
In the duplication panel, fill in:- New Project Number
- New Project Name
- Folder Template / WBS / Zones (optional adjustments)
- Access Tags (if needed)
- Select What to Copy
- Click "Duplicate"
Confirm the duplication to create the new project.
🗃️ When Should You Use Project Duplication?
- Setting up similar projects with shared structures
- Onboarding new customers with the same delivery model
- Testing new project setups using an existing template
- Standardizing how projects are built
🛠️ Example Use Case: Recurring Customer Projects
A project manager duplicates a previous delivery project to:
- Reuse the folder and WBS structure
- Keep the same team members
- Copy over standard documentation and assignments
- Quickly set up a new customer order without starting from scratch
❓ FAQ
Q: Can I change the project number during duplication?
Yes, you must enter a new project number. Each project must have a unique ID.
Q: Do documents get duplicated too?
Only if you select the Documents option during duplication. Otherwise, the new project will start without documents.
Q: Can I duplicate a project into a different category?
Yes, you can adjust the category during the duplication process.
Q: Who can duplicate projects?
Only users with Create Project permissions can perform this action.
