Is it possible to duplicate a project and its content (work plan, budget, ...milestones) ?

Hello

I would to create several times the same project but for different clients.

Is it possible to create a master project once, and then duplicate it with all its content, and juste change the name of the client ? instead of repeat several times the same project creation ?

thanks in advance

Best regards

carole Lobjois

Lobjois January 20, 2015 13:55 Answered

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Hello Carole,

What you are looking for is creating a template. Please follow the user manual link below on how to create templates. After creating a template from a project workplan, you can create a project based on that template and just change the name.

http://usermanual.clarizen.com/11-3-creating-new-templates

Tom Do January 22, 2015 00:55 0 votes

Is it possible to duplicate a project and its content (work plan, budget, ...milestones) ?

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