Duplicating a Project: What Carries Over

Duplicating a project is how you clone or copy an existing one to start a new scope from it. What the copy brings over depends on where you start it. Duplicating from the Projects list or from the gear menu inside a project brings over:

• Resources
• Professional Services
• Managed Services
• Project Phases (including any custom phases)
• Project Governance Items
• Service Locations
• Terms & Conditions
• Vendor Quotes
• Products

From the Projects list, Travel & Expenses and Payment Credits are not carried over. If you need those on the new project, add them again after duplicating.

From the gear menu inside a project, Travel & Expenses and Payment Credits are carried over as well. Items whose settings record has been archived or deleted, such as an expense category, a term or a standard resource, are left out, and the new project gets a note listing what was skipped.

Neither one copies teammates, contacts, attachments or notes. The new project starts with you, the person who duplicated it, as a teammate, plus the source project’s presales engineer if it has one. Add the rest of the team again after duplicating.

If you or your account has switched on Release Project Blueprints V2 (under Features in Settings > Account > Account Preferences, or on the Preferences page of your User Profile), both places open a Duplicate Project dialog instead. Its 3. Include Project Sections step lets you choose what to bring over, including teammates, contacts, attachments, notes, Travel & Expenses and Payment Credits.

Project Duplication Permissions

You can now restrict project duplication using role permissions in your account! To do this, navigate to Settings > Roles > {Role Name} and find the permission titled Duplicate under the Projects section.

On this screen: The role editor shows a list of project-level permissions. The Duplicate permission controls whether users with this role can duplicate projects. Toggle it on or off to grant or restrict access.

How To Duplicate a Project

To duplicate a project, first, navigate to your Projects list page. Right-clicking on a project will reveal the context menu, which includes the option to Duplicate the project.

On this screen: The Projects list displays your projects in a table. Right-clicking a row opens a context menu with options including Duplicate.

You can also duplicate a project by clicking the duplicate option in the gear menu next to the project’s name inside the project editor.

On this screen: Inside the project editor, the project name is shown in the header with a gear icon next to it. Clicking the gear icon opens a context menu that includes Duplicate as an option.

Either way, ScopeStack asks you to confirm before it duplicates the project. With Release Project Blueprints V2 switched on, the Duplicate Project dialog opens instead: review the new project’s details, click Continue, choose the sections to include, and then click Duplicate Project.

After you confirm, you’ll see the message “Duplication request submitted. The new project will appear in your project list in a moment.” Refresh your Projects list after a moment to see the new project.