Copying Projects: Step 2

 
Copying Projects: Step 2
1

Copy Project

Select this option to copy the open Project information into a new Project. A Copy Project Window will open.
2

Project

Project ID, Name, Currency, and Program is the information of the Project that is going to be copied. The information in these fields can not be changed.
3

Database

Information regarding the Database that the Project that is going to be copied, resides in and the option to copy the Project to a different Database.
4

Select Records

Select the checkboxes corresponding to the items you want to copy to the new project.
5

Options

Select the checkboxes corresponding to the additional information you wish to copy from the open Project/Project Template to the new Project.
6

Copy Records

Complete the process of copying the project by clicking on the Copy Records button. After clicking on the button, a confirmation window will open to verify copying the selected records into a new project. Click OK to proceed with the copy. As soon as the new Project is copied, a dialogue window will open letting the user know the project copied successfully. Click OK to Proceed.
7

Configure Workflow

Click to copy the workflows (steps/roles) from the project you are copying. It is recommended that you copy workflows from a master template, so you do not have to recreate on a project by project basis. 
 
Note:  By default, this is unchecked. 
8

Cancel

When the Project has been copied successfully, a webpage message will appear.
Click on the Cancel to close the Copy Project dialogue box.