You can create a new project by duplicating an existing project and adjusting certain project settings, as necessary.
You must be an account administrator to duplicate a project.
You can duplicate a project in the following ways from the Projects list:
Select a project, and then click the Duplicate button.
Right-click a project, and then select Duplicate from the drop-down menu.
The following Step by Step walks through how to duplicate a project using the Duplicate button.
From the Projects list, select a project, and then click the Duplicate button.
In the dialog box, enter a name for the new project in the top field.
You can use the same name as an existing project, but this is not recommended. If the new project name matches an existing project name, a warning message is shown.
In the Modules section, turn on the toggle for content from each module, such as templates, that you want to include in this project.
By default, all modules' content is copied. Copied content is only the project structure, not actual data records.
In the Optional section, turn on or off the toggles for PDF Templates, Email Notifications, Archive Folders, or Locations, as necessary.
The Archive Folders toggle is set to off by default.
Click Create.
After you create a duplicate project, you cannot remove it.
After you create the project, the Configurations page opens for the new project. You can now assign user groups and use Completions HQ and Microsoft Excel to import project-specific data. You are also assigned project administrator permissions so you can update project configurations.
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