What gets Duplicated

A duplicated project brings over several items and attributes from the source project. Here is a list of items brought over by a duplicate project:

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

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

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.

That’s it! After completing this and refreshing your browser, you will see a copy project created in your list.