Duplicate a Project in the Webapp

Overview

Use the duplicate feature to create a copy of a project which can be helpful if you want to create templates to derive from. When you copy a project, you can choose which data you want to include.

Access & Permissions

How to access Projects

1. Click Projects
   

   

Duplicate a Project

To duplicate a project:

1. Select the project
   

   

2. Click Duplicate project
   

   

3. Enter a new project name
4. Activate the toggles for the data you want to copy
5. Optional: Select the checkboxes below activated toggles to include data with dependencies.
   e.g. to copy ticket attachments you need to copy tickets
   Checkboxes are disabled until the associated toggle is activated.
6. Click Duplicate project
   

   

Excluded Data

The following data is never copied:

• Project reports

• Documents:

  • Activity log
  • Approval requests
  • Favorites

• SiteView runs

What Happens to Plans and Folders

The dialog has a Plans section with a Copy folder structure toggle, and a Copy plans and models checkbox to bring the files along as well.

• Versions. Every version of a plan is copied, and the copies are numbered again from V1.
• Calibration and plan markups travel with the plans, and the copied plans can be viewed straight away — they are not processed again.
• Approvals depend on the Copy users option: with users copied, the approval requests and their states come along; without them, every plan arrives as Published.
• Favourites are personal, so a copied project starts with none.
• SiteView runs are never copied.
• The plan quota is not checked while copying, so a copy can take you over your limit. Delete plans or old versions to get back under it.