How to clone a project?

Overview

1. What is a cloned project?

2. How to clone a project? 

What is a cloned project?

The cloned project is a copy of a project that has the same settings as the original project, including: 

• The list of jobs
• Service 
• Cost center
• Assigned users and roles
• Notes
• The referenced documents

The differences between the cloned and the original project are as follows: 

• Status (it will be reset to the New status)
• Due date (it will be applied according to the Service default settings) 
• Created on date
• Updated on date

How to clone a project? 

1. Open the Projects page and locate the project you want to clone. Click the three dots in the top-right corner of the project card, then select Clone.

2. The cloned project will appear on the Projects page with a new project number but the same title as the original. If the original project had no title, it will be assigned the title "Clone of [original project’s number]."