- On the Project Record you want to copy, click [[...]] next to the Project Name
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- Under Actions, hover over [[Project]] and select [[Copy Project]]
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- Enter [[Project Name]]
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- 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.
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- Enter [[Project Hierarchy]]
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- Select [[Copy Resource Plan]] (optional)
- This will copy all the **Project Roles** from the Resource Plan of the Project you are copying
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- Select [[Include Workers]] (optional)
- This will copy all the **Workers** from the Resource Plan
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- Select [[Copy Project Plan]] (optional)
- This will copy all **Phases** and **Tasks** from the Project Plan
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- 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
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- Enter PM assigned to the Project in the [[Owner]] field
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The [[Project ID]] is system generated, leave this field blank
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- The setting for [[Include Project ID in Name]] will default to the setting of the copied project, change if needed
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- 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.
The following fields will default to the copied project settings, change as needed:
Company, Project Currency, Customer, Project Groups, and External Project Reference
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- Edit [[Company]] if appicable
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- Edit [[Customer]] if applicable
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