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Copy a Project

You can quickly make a copy of a Project. 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 have both permission to access the Project and to create that type of Project.

NOTE: If the Project is nested under another Project, you must be a member of that parent Project's team.


What happens when I copy a Project?

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

  • You will be made its Facilitator.

The following information will automatically be copied:

  • Title

  • Parent Project

  • Fields

  • Attachments

  • Links

  • Whether the Project is Private or not

You also have the option of copying all of its nested Charts, Tasks, Projects, and Improvements.

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 Projects will be in the "Draft" status with the copier entered as the Facilitator

  • Copied Improvements will be in the "Draft" status with the copier entered as the Author

  • Copied Charts will be in the "Draft" status with the copier entered as the Author.

  • Copied Tasks will be moved into the "Draft" 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.


In the resulting window:

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

  • (**Optional**) Check the box next to "Copy Team" to add the original item's team to the new copy. The copied item and all its nested Charts and Projects will be affected.

  • (**Optional**) Check the box next to "Copy nested items" to include copies of the items nested under this Project.

    NOTE: Only the first 100 nested items will be copied.

    • Select whether you want to copy “One Level” - the items nested directly under the parent you’re copying - or “All Levels” - all items nested under the parent or its children, etc.

    • Select whether you want to copy all types - Projects Improvements, Charts, and Tasks.

      • If you select “No,” check the box next to each workflow you do want to copy.

  • Check the box next to "I understand this cannot be undone."

  • Click 2018-04-12_1648.png.


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