In this article, we will go through how to copy a project and what data gets copied.

In this article, you will find:

• How to copy a project?
• What data gets copied?

How to copy a project?

Your projects ➜ Select project ➜ Click on "Project data" ➜ Choose "Master data and professions"

Click on "Copy project". 

What data gets copied?

Give your copy a "New project name" ➜ Select which optional elements to copy from the original ➜ Click "Save"

User permissions: Enabling this feature will add the users associated with the original project to the new copy.

Control plan: Enabling this feature will copy the completed control plan from the original project to the new copy project.

Document folders: Enabling this feature will copy your document folders from the original project to the new copy project. However, the files associated with your document folders will not be copied to the new copy project.

Plan folders: Enabling this feature will copy your plan folders from the original project to the new copy project. However, the floorplans/drawings associated with your plan folders will not be copied to the new project.

Subcontractors: Enabling this feature will copy your subcontractors from the original project to the new project. This includes both subcontractor information and associated contacts.