Copy a project

Last update: May 6, 2025

CREATED FOR:

User

You can copy a project from an existing one rather than create one from scratch, which helps save you time.

Please note that you can’t copy projects in bulk.

IMPORTANT

The following items are never copied from an existing project to a new one:

Issues
Billing Rates
Billing Records
Notes
Hours
Cross-project predecessors
Budgeted hours

The following items are always copied from an existing project to a new one:

Tasks
Template
Risks
Queue Setup information
Portfolio and Program
Scorecard
Task Default information (Task Default Approval Process, Task Default Custom Forms)

The dates of the original project’s tasks will copy to the new project. You must change the Start or Completion date of the project (depending on its Schedule Mode) to update the task dates. Task constrains might prevent you from changing the dates on the project.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan	Any
Adobe Workfront license	New: Standard Or Current: Plan
Access level configurations	Edit access to Projects with ability to Create and Copy projects
Object permissions	View permissions or higher to the project

For more detail about the information in this table, see Access requirements in Workfront documentation.

Copy a single project

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:

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Projects.
Select the project that you want to copy from the project list, then click the More icon to the right of the project name.

Or

Go to a project list or report and select a project, then click the More icon at the top of the list.
In the More drop-down menu, click Copy. The Copy of [Project Name] dialog box appears.
(Optional) Update the Project Name. By default, the new name is Copy of [Original project name].
Select a Status. By default, the original project’s status is selected.

(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:

Select all	Selects all options and clears all the fields and objects listed from the new project. Deselecting this option deselects all items.
Assignments	Removes all the project and task assignments.
Progress	Removes the progress on all the tasks, displaying them as New.
Custom Data	Removes the information from the custom form on the project, as well as the information on the custom forms associated with the following items: Tasks Expenses Documents The custom forms remain attached to the tasks, expenses, documents, and project, but the information in the form's custom fields isn't copied to the new project.
Documents	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.
All Predecessors	Removes all predecessor relationships between the tasks on the project. Cross-project predecessors never transfer to the new project, regardless of whether this is selected or not.
Budgeted hours	Removes the hours budgeted in the Resource Planning area of the project's Business Case from the copied project. Hours budgeted using the Scenario Planner are never copied to the new project because the new project is not linked to an initiative in the Scenario Planner. For more information, see Budget resources in the Business Case using the Scenario Planner
Financial Information	Removes the information in the following areas: Finance subtab of the project Planned Benefit in the Business Case Financial information from all tasks For more information about the project Finance subtab, 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 project. The copied project is created.