Duplicate This Project

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Nov 17, 2020
2 min read

You can duplicate a Project when necessary by selecting the “Duplicate this Project” in the upper Actions toolbar of a Project.

Once you have selected this option you will be prompted to select if you’d like to duplicate just the project, duplicate the BOM (Bill of Materials/Quote) and/or the Survey. Simply select the necessary options by using the checkboxes or if you do not select any of the available options it will just duplicate the Project.

Notice once you have duplicated the original Project it will keep the original Project tab open but you will also see the new Project tab open with the new Project number. It will keep the Duplicate Project window open to give you the option to continue to duplicate as necessary otherwise you can close out the Duplicate Project window. Be sure to make all necessary changes such as Project Name, Type, Status, Probability, Decision Date, Approx Value & Scope.

Note: You can also Duplicate a Project from the right click > Actions menu as shown below from within the Current Opportunities grid.