Copy Project | Project Plan | Resource Plan | Scribe

    Copy Project | Project Plan | Resource Plan

    • Andrea Jaroslawski |
    • 25 steps |
    • 2 minutes

    Copy Project

    1
    - On the Project Record you want to copy, click [[...]] next to the Project Name
    2
    - Under Actions, hover over [[Project]] and select [[Copy Project]]
    3
    - Enter [[Project Name]]
    4
    - Enter [[Start Date]] and [[End Date]]
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    The [[Project Hierarchy]] will default to match the project record you copied, change if needed.
    5
    - Enter [[Project Hierarchy]]
    6
    - Select [[Copy Resource Plan]] (optional) - This will copy all the **Project Roles** from the Resource Plan of the Project you are copying
    7
    - Select [[Include Workers]] (optional) - This will copy all the **Workers** from the Resource Plan
    8
    - Select [[Copy Project Plan]] (optional) - This will copy all **Phases** and **Tasks** from the Project Plan
    9
    - Click [[OK]]
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    The [[Owner]] field will default to the person creating the project record and must be changed to the assigned Project Manager
    10
    - Enter PM assigned to the Project in the [[Owner]] field
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    The [[Project ID]] is system generated, leave this field blank
    11
    - The setting for [[Include Project ID in Name]] will default to the setting of the copied project, change if needed
    12
    - The setting for [[Billable]] field will default to the setting of the copied project
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    If the [[Billable]] field is not selected, you will not be able to link the project to a contract line.
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    The following fields will default to the copied project settings, change as needed: Company, Project Currency, Customer, Project Groups, and External Project Reference
    13
    - Edit [[Company]] if appicable
    14
    - Edit [[Customer]] if applicable