Project Cloning clones the data from one project record to another, changing only the Project Code and Phase (Project ID) and Project Name. Cloning does not change the original project information or original Project ID.
The special cloning feature, Create Phase, on the Project screen optionally
allows you to define the Phase Description, Percent (contract amount)
of the
Total Project, the Contract Amount and the Contract Type for the new project record.
Cloning saves time. For example, when you have multiple phases for a project, you can clone not only the parent project but also all the phases (and segments and sub-segments) under it at one time.
Clone From:
Enter the project ID of the project to be cloned. A List has been provided for this purpose.
ID:
The ID of the new project is assigned automatically based on the Code and the Phase that you enter.
Code:
Enter the standard Code of the project.
Phase:
Enter the name of the project phase.
Description:
Enter the description of the cloned Project.
Skip Copying Memos:
Selected, will create a clone of a project without copying its memo.
Also Clone Project Phase:
When this option is selected, it will create a clone of the phases (if any) of a project also.
Clone Options
Use the options in this section to control what information gets copied during the cloning process. You can clone the following information:
All Sub Projects (that is, phases)
To-Do lists
Project Memos
Project Group Associations
Project Controls
Invoice Templates
Project Rules
Project Allocations
Project Clone Button Panel
Save:
Click to save you settings.
Return:
Click to close this window and return to the previous page.