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
To duplicate a project, you need an in-house user with the user permission 'Projects'. Read more in Permissions.
How to access Projects
- Click Projects
Duplicate a Project
To duplicate a project:
- Select the project
- Open the more menu
- Click Duplicate project
- Enter a new project name
- Activate the toggles for the data you want to copy
-
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. - Click Duplicate project
Excluded Data
The following data is never copied:
- Project reports
- Documents:
- Activity log
- Approval requests
- Favorites
- SiteView runs
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