Copying Projects: Step 2

Select this option to copy the open Project information into a new Project. A Copy Project Window will open.

Project ID, Name, Currency, and Program is the information of the Project that is going to be copied.  The information in these fields can not be changed

Information regarding the Database that the Project that is going to be copied resides in and the option to copy the Project to a different Database

Select the Check boxes corresponding to the items you want to copy to the new project.

Select the Check boxes corresponding to the additional information you wish to copy from the open Project/Project Template to the new Project.

Complete the process of copying the project by clicking on the Copy Records button. After clicking on the button a confirmation window will open to verify copying the selected records into a new project.  Click OK to proceed with the copy. As soon as the new Project is copied a dialogue window will open letting the user know the project copied successfully.  Click OK to Proceed.

Click to copy the workflows (steps/roles) from the project you are copying.  It is recommended that you copy workflows from a master template, so you do not have to recreate on a project by project basis. 

 

Note:  By default, this is unchecked. 

After the Project has been copied successfully, Click on the Cancel to close the Copy Project dialogue box.