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.

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

How to Duplicate a Project:

  1. Go to the Project Dashboard page

  2. Click the Cog menu button

  3. Select Duplicate

  4. Select a start week for the duplicated project. You may only choose the Monday for the week.

Why can I only duplicate by week?

To avoid issues of assignments being moved over weekends, you must choose the new week you wish to move the project to i.e. If the first assignment/milestone/phase in the project starts on a Wednesday, it will be moved to Wednesday of the chosen week.

All spacing between assignments and phases will stay exactly the same as in the original plans.

If you need to move the project to start on a different day, manually move the assignments first. You can use multi-select to speed up this process.

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