Project Copy

Setup required before use	Who can use it?	Where is it?
Sub Project Templates Project Prefix Staff & Access levels Custom status Project teams	Project Manager Director Administrator System Administrator	Projects > Copy

1. Highlight the project in the list that you want to copy the details from.
2. Click the Copy button in the toolbar and the Project Copy window opens.
3. General Tab.Start by selecting which of the details from the General Tab you want to copy to the new project.
   1. Click the Copy button next to each of the items to populate the data from the project being copied.
   2. Choose the Project Office from the list (if multi office is enabled).
   3. Choose the Project Status.
   4. Update any of the copied General Project Details as required (i.e. Reference Name, Site Address etc).
      NOTE:Reference names must be unique.
4. Contacts Tab. Select the Contacts Tab and choose which of the Project Contacts you want to copy.
5. Team Tab. Choose which of the Project Team members you want to copy. This step is only required if Project Teams is used.
6. Sub Projects Tab. Choose which of the Phases, Sub Projects, and Fees you want to copy. Use the Tasks option to copy the linked sub project tasks (standard and custom tasks) and the Sub Project Budget. NEW 4.9.0
7. Drawing Register Tab. Choose which project drawings you want to copy. NEW 4.8.5
8. Attributes Tab.Enter the attribute values for the new project.
9. Save. and the new project created will open.

1. Select Project Copy > General tab.
2. Select the Project # Prefix.

Tip:If the project # prefix being copied is 'inactive', then the prefix will default to the current system default.

3. Select the Office.
4. Select the Status.
5. Click the button, to copy any of the following details:
   1. Project Title
   2. Reference Name
   3. Manager
   4. Client Reference Number
   5. Scope of Work
   6. Site Address (Address Line 1, Address Line 2, Suburb/Town, State, Post Code, Country, Latitude/Longitude)
6. Update the fields after they are copied from the original project. i.e. Update the Project Reference Name and Title or add to the Scope of Work.
7. Select if Project Phases will be used. This box is checked automatically if you are copying a project that had phases enabled. NEW 4.9.0

1. Select Project Copy > Contacts tab.
2. Copy selected contacts by checking the box in the first column for each of the contacts you want to copy.
3. Copy all contacts by using the 'Select All' button in the toolbar.
4. Bold text is shown for all contacts that will be copied.
5. Unselect all will remove the checkmark from all contacts selected to be copied.
6. Primary contact can be chosen by checking the box in the 'Primary' column.
7. Invoice contact can be chosen by checking the box in the 'Invoice' column.

1. Select Project Copy > Team Tab.
2. Copy selected team staff by checking the box in the first column for each staff member you want to copy to be in the project team.
3. Copy all team staff by using the 'Select All' button in the toolbar.
4. Unselect all will remove the checkmark from all staff selected to be copied.

1. Select Project Copy > Sub Projects Tab.
2. Copy selected sub projects by checking the box in the first column for each Sub Project you want to copy.

Tip:If the 'project phases' box is checked on the general tab, then the shown phase name will be created by the project copy. The phase name can be altered in the new project once it has been saved/copied via the Project Plan > Sub Projects tab. NEW 4.9.0

3. Copy all sub projects by using the 'Select All' button in the toolbar.
4. Unselect all 'Unselect All' will remove the checkmark from all sub projects selected to be copied.
5. Copy Tasks and Budget Lines - by selecting the 'All Tasks' button in the toolbar this will copy the existing budget and tasks for all the sub projects, or copy the items for a single sub project line by checking the 'tasks' box against the sub project row.NEW 4.9.0
6. Unselect task copy - by using the 'No Tasks' button, all the sub projects selected will not have any custom tasks or budget lines copied. Or unselect the 'tasks' column for the one sub project that you do not want the budget/tasks copied for. NEW 4.9.0
7. Copy all Sub Project Totals to copy across the agreed fee from the original Sub Project.
8. Enter the Sub Project Totalsby typing the fee into the 'Fee/Cap' column for the Sub Projects or update what was copied.
9. Clear Totalsbutton can be used to remove all the entered/copied totals, and reset the field to be $0.00.

1. Select Project Copy > Drawing Register Tab.
2. Copy selected drawings by checking the box in the first column for each Drawing row you want to copy.
3. Copy all drawings by using the 'Select All' button in the toolbar.
4. Unselect all will remove the checkmark from all selected drawing rows.
5. Clear the Client # button to stop the copy including client external reference number from each drawing.
6. Clear Notes button to stop the drawings notes from being copied.

1. Select Project Copy > Attributes tab.
2. Mandatory attributesare shown in blue and must be completed before the project can be created.
3. Optional attributesare extra information about the project being created. Fill in these attributes in if required.
4. Clear the attribute value by selecting the row and clicking the eraser button .
5. Hide unused attributes button in the toolbar will hide the display of all non populated attributes. This cannot be used until the mandatory attributes have been entered.