Deep copying a project
You can make a comprehensive duplicate of an existing project using the Deep copy action. This way you can easily re-use the project along with all associated items to create a new project.
When deep copying, associated items can optionally be included or excluded, such as:
• Subprojects
• Project items
• Project assessments
Additionally for capital projects:
• Budget categories (only available when copying main level capital projects)
• Budgets
With the required authorization, you can deep copy a project, using the following procedure.
Procedure
1. Go to Projects > Projects and select the project you want to deep copy.
2. On the action panel, click Deep copy.
The Copying dialog box opens.
3. Select the items that you want to include in the new project.
4. Click OK to confirm.
A comprehensive copy is made of the project.