Copy a project

Another option for creating a project is to copy an existing project with all of its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.

Before you begin

Role required: it_project_manager
Note: In previous releases, the it_project_manager role was named project_manager.

Procedure

  1. In the Project form, right-click the header and select Copy Project.
  2. Enter the new project name for the new project that you are creating.
  3. Select a start date.
  4. Click OK. The system creates the new project.
    Copy Project
    Copy partial project, which is available from the Project Task form, provides similar functionality. It copies all task or project relationships and children from the selected project and inserts them into the current project. In this case, a new project record is not created.

Result

All fields are copied over to the new partial project. Task duration and the actual start and end dates are reset to null values. The state is set to New and percent complete is set to 0.

The start date for the set of tasks or whole project you just copied is set to the earliest possible start date:
  • If the copied task has an ASAP start date, then the task starts as soon as the parent task, under which you imported the task, starts.
  • If the copied task is scheduled to start earlier than the parent task, the copied task start is changed to the match the parent task start.
  • If the copied task is scheduled to start any time after parent task starts, that specified date remains the same.