Project - Copy Project

The Copy Project functionality is accessible by clicking on the icon available on any of the screens that display a listing of projects as well as the Project Dashboard.   Additionally, this feature can be invoked by clicking on the copy icon from within a filtered project list.   This feature is available to users having the Project Manager, and Administrator roles.  The copy icon links can be hidden using menu.xml entries.

This functionality may be useful if you have established "template" projects which you would like to use as a 'starting point' when creating a new project within Unanet.

When creating a new project using the Copy Project feature, you'll have the option to specify which project attributes (including associated entities) you would like to be copied.  

The user executing the Copy Project will become the Project Manager of the newly copied project.  If you would like another Project Manager associated with the project, you will need to edit the Project Administrators and assign the desired Project Manager.

Topics covered on this help page include:

• Copy Project Screen

You may also be interested in:

• Copy Task     (to copy the tasks associated with one project to another project).

Copy Project Screen

When clicking on the icon, you will be presented with a screen resembling the following.   Use the filter to select the Project that you want to copy from.   When invoked from the copy icon within the filtered project listing, the 'from' project will already be specified.

The basic copy will include information exactly as it appears on the 'project copied from' project profile tabs (including UDFs on the Other tab).  

You can optionally specify 'Additional Project Attributes to copy', by clicking on any of the items in the General, Invoicing & Posting, Assignments and Plans sections.  Note the sections available to you depend on which Unanet edition you are running.  Choosing an option to include additional attributes will copy all items related to that section.  Most will be copied as is, with the following exceptions:

• When copying Assignments:
• • The copied Assignments will have the ETC & EDC fields cleared.
  • No Assignment email notifications will be sent.
• When copying Tasks:
• • Task dependency information will also be copied.
• When copying Plan Sets:
• • If the plan set name being copied is inactive, then copy only the 'active' plan sets but use the system's default plan set name in the target project.
  • Do not copy locked plan sets.
  • Active / Unlocked plans sets will be copied to the target project, but the version numbers will restart with 1.
• When copying Billing -- Invoice details:
• • If the source project is a Lead Project, only its project invoice detail will be copied, that is, there will be no Contributor Projects assigned to the newly created Lead Project.
  • If the source project is a Contributor Project, the newly created project will also become a Contributor Project having the same Lead Project as the project being copied.
  • When Billing Type is changed on the copied project:
  • • Billing -- Invoice details will only be copied if the Billing Type has the same Billing Type family (ie CP to CP, or FP/TM to FP/TM).
    • • When it is not of the same family (i.e., FP or TM to CP or vice versa) the target project will be populated with the default Account setup.
    • Accounts details for the target project will be set to the default Account setup if the Billing Type is changed from Empty or NB to FP, TM or CP.
    • See Billing Type for more details about the Impacts and Restrictions of changing  Billing Type.
  • If the project is not configured to generate an invoice, and the Billing Type is CP, TM or FP, the target project will be populated with the default Account setup.

Note that copying People Assignments will also include Organization Assignments.  

In the 'Plans' section, you may see additional options related to Plan Sets if you have the Enable Multiple Plan Sets (unanet.plan_sets.enabled) property enabled.

Note about Self Assign: You have the option of copying the self assign configuration to the copied project. If project is marked as Intercompany Effort on Profile page, self assign is disabled.

After you have specified the items to copy, click on the Next button, which will leave you on a screen very similar to the Project Profile (add screens) with all of the fields pre-populated with the same values that existed in the source project from which you are copying.  You will need to at least change the Project Code field before the system will allow you to save the newly copied file (otherwise the copied project would be considered a duplicate).  

The Cancel button will abort the operation and return you to the screen from which you navigated.