Copy a Phase or Task

You can add a phase to the work breakdown structure (WBS) for a project by copying an existing phase for that project. You can also add a task to a phase by copying an existing task for that phase.

To add a phase or task by copying one that already exists:

1. In the Navigation pane, select Hubs > Projects > Project.
2. At the top of the Project form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to add a phase or task.
3. Continue with either of these sets of steps:
   1. Click next to the project name, and, in the Project Structure dialog box, click the phase or task that you want to copy to create the new WBS element.
   2. On the Actions bar, click Other Actions > Copy Phase or Other Actions > Copy Task.
   3. When a confirmation message displays, click Copy.
   4. On the Edit Project Structure form, enter a phase or task number for the new WBS element and make any other required entries.
   5. Click Save.

   Or

   1. Click next to the project name.
   2. On the Project Structure dialog box, click Edit.
   3. To copy a phase, hover over the project row in the grid, click , and click Copy Phase.

      To copy a task, hover over the phase row in the grid, click , and click Copy Task.

   4. In the row for the new phase or task, enter the number and name for the new WBS element, along with any data you want to enter in other fields.
   5. Click Save.

   Note: If you copied from a phase or task that included revenue forecast values, these values are not copied to the new phase or task.

4. On the Projects form, review the default data. Click Edit on the Actions bar to make changes or additions.
5. To finish setting up the new phase or task, make the necessary entries on the other forms in the Projects hub (for example, the Plan form and the Billing Terms form).