Project Cloning copies the data from one project record to another, changing only the Project Code-Phase (Project ID) and Project Name. Cloning does not change the original project information or original Project ID. It saves a lot of time. For example, when you have multiple phases for a project, you can clone not only the parent project but also all the phases (and segments and sub-segments) under it at one time.
The special cloning
feature, Create Phase, on the Project screen optionally allows you to
define the Phase Description, Percent (contract amount) of the Total Project,
the Contract Amount and the Contract Type for the new project record.
Clone From:
Enter the project ID of the project to be cloned. A List has been provided for this purpose.
Clone for Selected Clients:
Select the client for whom the project has to be cloned and created. Multiple clients or a range of clients can be selected using the Ctrl or Shift keys. You can also use the Select All button for that.
Show Active Clients Only:
Check this option if you want to display clients with an active status only.
Client ID:
This field displays the Client ID.
Company:
The name of the client's company.
Last Name:
The last name of the client.
First Name:
The first name of the client.
New Project
You must enter some information about the new project that is being cloned from an existing project. It is similar to creating a new project in the Project screen.
ID:
The ID of the new project is assigned automatically based on the Code and the Phase that you enter.
Code:
Enter the standard Code of the project.
Phase:
Enter the name of the project phase.
Description:
Enter the description of the cloned Project.
Skip Copying Memos:
Selected, will create a clone of a project without copying its memo.
Also Clone Project Phase:
When this option is selected, it will create a clone of the phases (if any) of a project also.
When you clone a project
and its phases, the percent complete is kept as zero (0).
Clone Options
Use the options in this section to control what information gets copied during the cloning process. You can clone the following information:
All Sub Projects (that is, phases)
To-Do lists
Project Memos
Project Group Associations
Project Controls
Invoice Templates
Project Rules
Project Allocations
Project Accounts
Project Class
Project Clone Button Panel
Save:
Click to save you settings.
Return:
Click to close this window and return to the previous page.