You can copy a project rather than create one from scratch. You can copy only one project. You cannot copy projects in bulk.
The following items are never copied from an existing project to a new one:
The following items are always copied from an existing project to a new one:
You must have the following:
Adobe Workfront plan*
Adobe Workfront license*
|Access level configurations*||
Edit access to Projects with ability to Create and Copy projects
Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.
View permissions or higher to the project
For information on requesting additional access, see Request access to objects .
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Copying a project also copies some information from the original project to the new project. You can also specify which items should not be copied to the new project during the copying process.
To copy a project:
Go to the project that you want to copy and click the More icon to the right of the project name
Go to a project list or report and select a project, then click the More icon at the top of the list.
Update the name of the new project.
By default, the new name is Copy of
<Original project name>.
Select the Status for the new project.
By default, the Status matches that of the original project.
(Optional) Deselect the items that you don’t want to copy to the new project. The following table describes what happens when you deselect the items:
Selects all options and clears all the fields and objects listed from the new project.
Tip: Deselecting Select all deselects all items.
|Assignments||Removes all the project and task assignments|
|Progress||Removes the progress on all the tasks and they display as New.|
Removes the information from the custom form on the project, as well as the information on the custom forms associated with the following items:
Note: The custom forms remain attached to the tasks, expenses, documents, and the project, but the information in the custom fields of the forms is not copied to the new project.
Removes everything in the documents tab, including document versions, linked documents, and folders.
By default, document proofs and approvals cannot be copied to another project.
Removes all predecessor relationships between the tasks on the project.
Tip: Cross-project predecessors never transfer to the new project, regardless of whether this is selected or not.
Removes the information in the following areas:
For more information about the project Finance sub-tab, see Manage information in the project Finance area.
|Approval Process||Removes all approvals associated with the tasks or the project.|
|Reminder Notifications||Removes the Reminder Notifications associated with the tasks or the project.|
|Expenses||Removes expenses associated with the tasks or the project.|
|Permissions||Removes permissions to all the users on the tasks or the project.|
Click Copy to create a copy of the project.
This creates a new project which is similar to the project you copied.
You can start making changes to the new copied project, like review task assignments or adjust timelines.