Cloning projects or sections

Overview

Cloning a project or section allows you to create a new project or section quickly and easily, and helps provide consistency with similar existing projects of the same type.

Cloning a project does not retain time tracking or file configuration information. To retain file configuration information, duplicate a project instead of cloning it.

Cloning projects or sections

The Clone option is available from the More Options menu associated with the project.

You have four options when cloning information:

• Clone Only Project Details: Project details only are cloned.
• Clone Only Sections: Sections only are cloned, not answers.
• Clone Sections and Questions: Sections and questions only are cloned, not answers.
• Clone Sections, Questions, and Answers: All sections, along with their questions and answers, are cloned.

Clone only project details

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. In the Clone Project pop-up:
   • Enter a name in the Project Name field.
   • Set the Project Due Date and update the Project Primary Contact (optional).
   • Select Clone only Project details.
   • Click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details and start uploading documents, templates, or add sections.

Clone only sections

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. In the Clone Project pop-up:
   • Enter a name in the Project Name field.
   • Set the Project Due Date and update the Project Primary Contact (optional).
   • Select Clone only Sections option.
   • Check the Include Sections Authors and Reviewers (optional).
   • Check the Notify Authors and Reviewers (optional).
   • Click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

Clone sections and questions

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. In the Clone Project pop-up:
   • Enter a name in the Project Name field.
   • Set the Project Due Date and update the Project Primary Contact (optional).
   • Select Clone Sections and Questions option.
   • Check the Include Sections Authors and Reviewers (optional).
   • Check the Notify Authors and Reviewers (optional).
   • Click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

Clone sections, questions, and answers

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. In the Clone Project pop-up:
   • Enter a name in the Project Name field.
   • Set the Project Due Date and update the Project Primary Contact (optional).
   • Select Clone Sections, Questions, and Answers option.
   • Check the Include Sections Authors and Reviewers (optional).
   • Check the Notify Authors and Reviewers (optional).
   • Click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.