Copy a Project

You can make a copy of a project to use as the basis for a new project.

When you create a copy of a project, Touchstone copies the following information:
  • Project Name (with "Copy" appended to the end)
  • Description
  • Program
  • Manager
  • Contract ID
  • Phase
  • All of the fields on the Configuration tab
  • Access Control tab list

To copy a project:

  1. In the Navigation pane, in Hubs, click Projects.
  2. Do one of the following:
    • If you are in the List view, hover over the project you want to copy. Click Options on the right of the line and click Copy in the Options menu.
    • If you are in the Detail view, search for and select the project you want to copy and click Other Actions > Copy
    A copy of the selected project is created and the system displays it in Detail view edit mode. The Owner field changes to your logged in ID (that is, you become the owner). Edit the fields as needed and save the changes.