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- About Creating a Copy of an Organization Project
- Create a Copy of an Organization Project
- Additional Resources
About Creating a Copy of an Organization Project
Existing Projects can be used to create new projects by utilizing the Copy Project function.
In order for a user to be able to create copies of projects within an Organization, they will need to have the Site Level Permission of Create Projects. This is assigned to their user profile at the site level.
What information is carried forward when a project is copied?
- Project Level List Management
- Bid Package Templates
- Project Management and Document Management Module Folder Structures
- Project Defaults
- Project Members
- Any permissions assigned to those project members (please see: Organization User Templates)
- Cost Management Workflows
Create a Copy of an Organization Project
1. In the Organization Location & Project toolbar, find and select the project that is being copied in the grid and select "Copy"
2. Enter the Project Name, Project Number, and Project Zip
The other fields are available to be entered if the information is available. The Project Name, Project Number, and Project zip are the required fields in order to create a project. Once the project is created, the information can be updated via Project Defaults after the project has been created
3. Select Save
The screen will refresh back to the Organization Location & Project Toolbar with the newly created project in the project list.
Additional Resources
Create a New Organization Project
Creating an Advanced Copy of an Organization Project
