Powered by Temper

Copy a Project

You can easily make a copy of Projects. This is perfect for when you are doing the same Project in a bunch of different locations.

 

Who can copy a Project?

To copy a Project, you must:

  • Be able to access/see the Project.

  • Have permission to create that type of Project.

If the Project is part of another Project, you must be a member of that parent Project.

 

What happens when I copy a Project?

  • The copy will be in the "New" status.

  • You will be made a  Facilitator.

The following information will be copied:

  • Title

  • Parent Project

  • Fields

  • Attachments

  • Links

  • Charts

  • Whether the Project is Private or not

 

You can copy the Project's nested items as well

When copying a Project, you have the option of copying all of its nested Tasks, Projects, and Improvements, too.

NOTE: Only Improvements and Projects nested directly under this Project will be copied. That is, an Improvement
nested under a Project nested under the Project you are copying will not be copied.

  • Copied Improvements will be moved into the draft status with the copier entered as the Author

  • Copied Projects will be moved into the new status with the copier entered as the Facilitator

  • Copied Tasks will be moved into the new status with the copied entered as the Author.

 

How do I copy a Project?

Open the Project you want to copy, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1649.png in the resulting drop-down menu.


..._-_Copy.jpg


In the resulting window:

  • Enter the name of the copy in the “Name” field.

  • (**Optional**) Check the box next to “Include Copies of Tasks” to include copies of the Tasks nested under this Project.

  • (**Optional**) Check the box next to “Include Copies of Improvements” to include copies of the Improvements nested under this Project.

  • (**Optional**) Check the box next to “Include Copies of Projects” to include copies of the Projects nested under this Project.

  • Click 2017-04-28_1614.png.

 

Have more questions? Submit a request