Copy the Current Project Record

Usee this procedure to copy the currently selected project record to duplicate the record's information, and then edit and save the record to create a new project record.

For more information, see Projects Overview.

To copy the current project record:

  1. On the Navigation menu, click Projects » Projects.

  2. On the Projects List View toolbar, click Form View.

  3. In the Projects Form View, verify if the displayed record pertains to the project that you want to copy. If it is not, in the Search field, enter the project name and then press ENTER to display the record. Alternatively, you can click beside the field to display the Project Search dialog box and then search for the record.

  4. On the form toolbar, click New » Copy Current Record. The copied project becomes populated with the original project’s information except for certain fields where unique values are required, such as the Project field on the General tab, the Schedule Projects Information field on the Schedule Integration tab, and the rights information on the Access Control tab of the Projects form.

  5. Enter or modify necessary information.

  6. On the form toolbar, click Save.


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