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To clone an existing project
- On From the main menu, click Projectsclick Add, point to New to Project, and then select click Clone Project.
- You can select your project from Recent Project or Other option.
- If you select Other, you can type keywords in the Project field. As you type, project names matching the keywords are displayed.
- Select the project that you want to clone.
- Click Next.
- Under the Basic tab, define the following project attributes for your cloned copy
- Project Name
- Project Manager
- Client
- Start Date
- Phase
- Under the Custom Fields tab, enter data for your custom fields.
Click Clone. The cloned project is displayed.
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Note |
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A user needs to have 'View Project', 'View Financials' and 'Add Project' privilege to be able to clone projects. |
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