In the Navigation area, select Customers >> [Customer Name] >> Projects

  1. Select the blue Copy button on the line of the Project to copy.  A copy is immediately created and added to the list.  Default initial name for a copied Project is Copy of [the name of the copied Project].  All data and Templates associated with the source Project are copied over as well.
  2. You may also click [Project Name] and then the blue Copy button on the Project page, Details tab.  A copy is immediately created, and you are transferred into the copy.  Note the default initial name for a copied Project is Copy of [the name of the copied Project]. All data and Templates associated with the source project are copied over as well.

    [SUPER PRO TIP] You can quickly create Projects to represent customer work at multiple sites under different Project Numbers through the Copy feature.  After copying a Project, you can edit the Project Name and Project Number or other minor fields in each copy allowing rapid creation of multiple Projects to meet the system requirements.  [see Bulk create multiple Work Events]