Copying the project

Users are able to copy a project in order to create a new one.

In order to copy a project, the user must execute the Copy command in the Overview tab of the project card:

The user then must fill in the required parameters:

  • New project name — the unique name of the new project.
  • New project code — the unique code of the new project.
  • New project billing type — the billing type of the new project.
  • Copy project team — this parameter allows for copying of team members lists.
  • Copy tasks — this parameter allows for copying of project tasks. In case the team is not copied, the system will copy tasks without assignment.
  • Copy billing rates — this parameter allows for copying of billing rates. New billing rates will be equal to the rate of the initial project. This option is only available for T&M projects.
  • Copy expense types — this parameter allows for copying of lists of expenses.
  • Copy estimates — this parameter allows for copying of planned values for the project and tasks.

In order to finish the process, the user has to click Copy. The system will open the card of a new project after copying.

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