Creating a Project: Copying an Existing Project

When new projects greatly mirror previous projects, creating a copy of the original can provide a strong starting point and save a tremendous amount of time.

1. Open the project you wish to copy. Click on the More Options icon in the upper navigation to access the More Options menu.
   
    
2. The Additional Options menu opens. Select Copy Project from the menu.
   
    

3. The Copy Project screen opens.
   
   Select the Tsk Ownership:

   a.

   Clicking Use Existing Owners maintains the same task ownership that exists in the current project.

   b.

   Clicking Assign To Me assigns all tasks in the project to the project’s creator. If this option is selected, all existing tasks will be duplicated, but ownership of each will be assigned to the project owner; this feature allows the owner to reassign tasks as they see fit in in this project. Note: Best practice & default setting is to select “Use Existing Owners”. When “Assign To Me” is selected all tasks will be assigned to Owner as Personal Tasks.  All tasks will need to be reassigned to a team member before the project can be used by a team.

4. Click the Continue Copying button. 
5. The second Copy Project screen appears.
   
   1. In the first field, the project name appears as [Project] COPY. Rename it as desired.
   2. In the second field, add a subtitle. While this field is technically optional, adding a clear subtitle will help distinguish this project from the original.
   3. In the third field, edit or add the description to accurately describe the new project.
   4. In the Project Scope section, select if this is a Personal, Team, or Enterprise project.

   5. Click the Project Owner & Team to display a list of owners. The Select Owner screen appears.

      a.	Select the appropriate owner or click Add Member.
      b.	Click the Back arrow to return to the Copy Project screen.

6. Optionally, click Start to display a calendar and choose a start date.
7. Optionally, click Due to display a calendar and select a due date.
8. Optionally, select Program, Stage, Category, and Product from drop-down menu.
9. Optionally, under Financial Impact, enter information regarding cost as well as what is visible and to whom.
10. Click the Copy project button. The project now appears in the Project Portfolio.