Copy an existing project efficiently
In this step, you will learn how to duplicate a project in Workfront without relying on a template. You will explore the process of copying a project, including renaming it and adjusting its status to 'Planning' to prevent notifications from being sent to assigned users. You will also discover how to selectively copy assignments, progress, and custom data, allowing for customization in the new project. Additionally, you will learn how to handle issues separately, ensuring they are transferred to the new project effectively.
Key takeaways
- Copying a Project: Open the project, click the three-dot menu next to the project name, and select “Copy” to duplicate it.
- Adjusting Project Settings: Rename the project and change its status to “Planning” to avoid sending notifications to assigned users.
- Selective Copying: You can choose whether to copy assignments, progress, or custom data. Deselecting these options allows for customization in the new project.
- Handling Custom Data: If custom data is deselected, forms are copied without their data. Leave the box checked to copy both forms and their data.
- Copying Issues Separately: Issues are not copied during the project duplication process. To copy them, go to the Issues tab, select the desired issues, and use the “Copy to” option to transfer them to the new project.
Next, you will learn how to edit the project team in a project template to avoid including non-project team members unintentionally.