Copy a project
You can copy a project rather than create one from scratch. You can copy only one project at a time. You cannot 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:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
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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Go to the project that you want to copy and click the More icon to the right of the project name
Or
Go to a project list or report and select a project, then click the More icon at the top of the list.
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Click Copy.
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Update the name of the new project.
By default, the new name is Copy of
<Original project name>
. -
Select the Status for the new project.
By default, the Status matches that of the original project.
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(Optional) Deselect the items that you don’t 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.
TIP
Deselecting Select all deselects all items.
Assignments Removes all the project and task assignments Progress Removes the progress on all the tasks and they display 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
NOTE
The custom forms remain attached to the tasks, expenses, documents, and the project, but the information in the custom fields of the forms is not 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.
TIP
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.
NOTE
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 sub-tab of the project
- Planned Benefit in the Business Case
- Financial information from all tasks
For more information about the project Finance sub-tab, 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 to create a copy of the project.
This creates a new project which is similar to the project you copied.
You can start making changes to the new copied project, like review task assignments or adjust timelines.