Copy a project
You can copy a project from an existing one rather than create one from scratch, which helps save you time.
Please note that you can鈥檛 copy projects in bulk.
- Issues
- Billing Rates
- Billing Records
- Notes
- Hours
- Cross-project predecessors
- Budgeted hours
- Tasks
- Template
- Risks
- Queue Setup information
- Portfolio and Program
- Scorecard
- Task Default information (Task Default Approval Process, Task Default Custom Forms)
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard Or Current: Plan |
| Access level configurations | Edit access to Projects with ability to Create and Copy projects |
| Object permissions | View permissions or higher to the project |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Copy a single project
Copying a project also copies some information from the original project to the new project. You can also specify which items should not be copied to the new project during the copying process.
To copy a project:
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Click the Main Menu icon
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Select the project that you want to copy from the project list, then click聽the More icon
Or
Go to a project list or report and select a project, then click the More icon
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In the More drop-down menu, click Copy. The Copy of [Project Name] dialog box appears.
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(Optional) Update the Project Name. By default, the new name is Copy of [Original project name].
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Select a Status. By default, the original project鈥檚 status is selected.
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(Optional) Deselect the items that you don鈥檛 want to copy to the new project. The following table describes what happens when you deselect the items:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 layout-auto html-authored no-header Select all Selects all options and clears all the fields and objects listed from the new project.
Deselecting this option deselects all items.
Assignments Removes all the project and task assignments. Progress Removes the progress on all the tasks, displaying them as New. Custom Data Removes the information from the custom form on the project, as well as the information on the custom forms associated with the following items:
- Tasks
- Expenses
- Documents
The custom forms remain attached to the tasks, expenses, documents, and project, but the information in the form's custom fields isn't copied to the new project.
Documents Removes everything in the Documents tab, including document versions, linked documents, and folders.
By default, document proofs and approvals cannot be copied to another project.
All Predecessors Removes all predecessor relationships between the tasks on the project.
Cross-project predecessors never transfer to the new project, regardless of whether this is selected or not.
Budgeted hours Removes the hours budgeted in the Resource Planning area of the project's Business Case from the copied project.
Hours budgeted using the Scenario Planner are never copied to the new project because the new project is not linked to an initiative in the Scenario Planner. For more information, see Budget resources in the Business Case using the Scenario Planner
Financial Information Removes the information in the following areas:
- Finance subtab of the project
- Planned Benefit in the Business Case
- Financial information from all tasks
For more information about the project Finance subtab, see Manage information in the project Finance area.
Approval Process Removes all approvals associated with the tasks or the project. Reminder Notifications Removes the Reminder Notifications associated with the tasks or the project. Expenses Removes expenses associated with the tasks or the project. Permissions Removes permissions to all the users on the tasks or the project. - Click Copy project. The copied project is created.