Copy an existing task or project

Save time when building a project by copying tasks from other projects.

Before you begin

Role required: it_project_manager

About this task

The Copy partial project option copies a selected task and its child tasks into the project, or all project tasks into a sub-project. It also preserves all dependencies and relationships among the copied tasks and their child tasks. Any relationships or dependencies that involve tasks outside of the scope of the copied task are not preserved.

Procedure

  1. In the Project or Project Task form, right-click the header bar and select Copy partial project.
  2. In the Task field, select a project task or project to copy. By default, projects begin with PRJ and project tasks begin with PRJTASK.
  3. Enter a Name for the new project or task.
  4. Click OK. The copied task is added to the current task or project. If a project was copied, then all the tasks are inserted into a new sub-project.

Result

The copied tasks are inserted as a child of whatever task or project that you are currently viewing. Actual 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.