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Duplicating a project

How to duplicate a repeating or recurring project

Updated this week

You can use project duplication for any project that has the same budget and set amount of hours. This may be a monthly or yearly retainer, or a project type that you do repeatedly.
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The people assigned to the original project will also be assigned to the duplicated one. If required, you can transfer the assignments to a placeholder or different person.

The following data is duplicated:

  • People

  • Assignments

  • Phases

  • Milestones

  • Project budget

  • Project rates

  • Project properties

Duplicating a Project

  1. Click on the three-dot menu next to a project

  2. Select Duplicate

  3. Select a start week for the duplicated project. You may only choose the Monday of the week you wish to start the project - but if your original project started on Tuesday- the duplicated project will also start on the Tuesday of the selected week.

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