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To clone an existing project 

  1. On From the main menu, click Projectsclick Add, point to New to Project, and then select click Clone Project.
  2. You can select your project from Recent Project or Other option.
  3. If you select Other, you can type keywords in the Project field. As you type, project names matching the keywords are displayed. 
  4. Select the project that you want to clone.
  5. Click Next.
  6. Under the Basic tab, define the following project attributes for your cloned copy
    • Project Name
    • Project Manager
    • Client
    • Start Date
    • Phase
  7. Under the Custom Fields tab, enter data for your custom fields.
  8. Click Clone. The cloned project is displayed.

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Note

A user needs to have 'View Project', 'View Financials' and 'Add Project' privilege to be able to clone projects.

 

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