Powered by Temper

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

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

  • Copied Projects will be in 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 Charts" to include copies of the Charts nested under this Project.

  • (**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 2018-04-12_1648.png.

 

Have more questions? Submit a request