Copying a Project will create a replica of a Project’s WBS including its settings, timeframe and Data Fields - as well as its Task settings and their Data Fields, and the Tasks’ Resources. There is no need to rebuild a new Project manually if your Projects have similar structures. Discover how to save time with Ganttic’s Copy Project feature.
- If you find yourself copying projects often, you can create a Project Template instead.
- Copy Project function can be accessed from a Single Project View only.
- All Owners, Admins and Users with Edit or Add/Edit Project permissions can copy a Project.
- This function is handy if a future Project has mostly similar Tasks and/or Resources.
- The copied Project is independent from the original Project - changes to either after the copy will not impact the other.
- It is possible to copy the Project and its Tasks but detach the assigned Resources on the go. In the copied Project, these Tasks will appear in the Unassigned Tasks section.
- Open a Single Project View of the Project you want copied. Access this from the Project List by clicking this icon next to the Project’s Name.
- Click on the Copy project icon on the top left. A Project Copy Dialog will open.
- Select where on the Timeline your copied Project will be placed. By default, this is set for the first date of the first Task of the original Project. But a new date can be chosen by clicking the date field.
- If there’s a Project Milestone, you can also choose to leave that as is, or select a new date for the copied project.
- If you want to detach the copied tasks from the original Resources, check the Unassign resources box. This will place the Tasks to the Unassigned tasks section of the copied Project’s Single Project View. From there you can reassign them to new Resources.
- When ready, click Create a copy. The copied Project will open in another View (see the new Tab).
- Rename, change the color, and add Data Field Values as needed to the Copied Project. Hit Save when done.
- Reassign any Unassigned Tasks by dragging and dropping to the preferred Resources.
If you’re an organization that provides similar services to different clients, the Copy Project function can save a lot of time in the scheduling phase. See how some of our clients used this function to speed up their project scheduling.
Another option is to use Project Templates. Such templates can be used over and over again. Or if you just need to copy a single Task, try out the Copy Task feature.