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DocumentationWorkfrontWorkfront Guide

Copy a project

Last update: Thu Jul 13 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can copy a project rather than create one from scratch. You can copy only one project at a time. You cannot copy projects in bulk.

IMPORTANT
The following items are never copied from an existing project to a new one:
  • Issues
  • Billing Rates
  • Billing Records
  • Notes
  • Hours
  • Cross-project predecessors
  • Budgeted hours
The following items are always copied from an existing project to a new one:
  • Tasks
  • Template
  • Risks
  • Queue Setup information
  • Portfolio and Program
  • Scorecard
  • Task Default information (Task Default Approval Process, Task Default Custom Forms)
The dates of the original tasks on the projects copy to the new project. You must change the Start or Completion date of the project (depending on its Schedule Mode) to update the dates on the tasks. Task constrains might prevent you from changing the dates on the project.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Projects with ability to Create and Copy projects

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

View permissions or higher to the project

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Copy a single project

Copying a project also copies some information from the original project to the new project. You can also specify which items should not be copied to the new project during the copying process.

To copy a project:

  1. Go to the project that you want to copy and click the More icon to the right of the project name

    Or

    Go to a project list or report and select a project, then click the More icon at the top of the list.

  2. Click Copy.

  3. Update the name of the new project.

    By default, the new name is Copy of <Original project name>.

  4. Select the Status for the new project.

    By default, the Status matches that of the original project.

  5. (Optional) Deselect the items that you don’t want to copy to the new project. The following table describes what happens when you deselect the items:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 layout-auto html-authored no-header
    Select all

    Selects all options and clears all the fields and objects listed from the new project.

    TIP

    Deselecting Select all deselects all items.
    Assignments Removes all the project and task assignments
    Progress Removes the progress on all the tasks and they display as New.
    Custom Data

    Removes the information from the custom form on the project, as well as the information on the custom forms associated with the following items:

    • Tasks
    • Expenses
    • Documents

    NOTE

    The custom forms remain attached to the tasks, expenses, documents, and the project, but the information in the custom fields of the forms is not copied to the new project.
    Documents

    Removes everything in the documents tab, including document versions, linked documents, and folders.

    By default, document proofs and approvals cannot be copied to another project.
    All Predecessors

    Removes all predecessor relationships between the tasks on the project.

    TIP

    Cross-project predecessors never transfer to the new project, regardless of whether this is selected or not.
    Budgeted hours

    Removes the hours budgeted in the Resource Planning area of the project's Business Case from the copied project.

    NOTE

    Hours budgeted using the Scenario Planner are never copied to the new project because the new project is not linked to an initiative in the Scenario Planner. For more information, see Budget resources in the Business Case using the Scenario Planner
    Financial Information

    Removes the information in the following areas:

    • Finance sub-tab of the project
    • Planned Benefit in the Business Case
    • Financial information from all tasks

    For more information about the project Finance sub-tab, see Manage information in the project Finance area.
    Approval Process Removes all approvals associated with the tasks or the project.
    Reminder Notifications Removes the Reminder Notifications associated with the tasks or the project.
    Expenses Removes expenses associated with the tasks or the project.
    Permissions Removes permissions to all the users on the tasks or the project.

    1. Click Copy to create a copy of the project.

      This creates a new project which is similar to the project you copied.

      You can start making changes to the new copied project, like review task assignments or adjust timelines.

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