How to Clone a Project

Cloning a Project

Navigate to the Projects module page using the sidebar and click on the Clone button to the right of the project you would like to clone. You can also select a Project Name and under actions, choose Clone

a. If your project naming convention uses a "Unique Number" you have the option to either choose to keep the same "Unique Number" associated with your original project, if you do not check that option the cloned project will be created with a different unique number in the project name.

2. You will be directed to the New Project form, with as many fields as possible pre-filled with the cloned information. You can still make any necessary changes to these fields. Keep in mind that other information that is not on the New Project page will not be cloned over this includes notes, files, contacts, or staff etc.

3. Click the blue Create button to save the Project. You should now be able to see your newly cloned project in the Projects table.