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