Copying an Existing Project

When new projects greatly mirror previous projects, creating a copy of the original can provide a strong starting point and save a tremendous amount of time.

1. From the Project Portfolio, click to open the project you wish to copy.
   
   
   
2. Click on the “…” icon in the upper navigation to access the More Options menu.
   
   
   
3. The More Options menu opens. Select Copy Project from the menu.
   
   
   
4. The Copy Project screen appears.
   
   
5. Select the SmartTask Ownership.
   

   a.

   Clicking Use Existing Owners maintains the same SmartTask ownership that exists in the current project.

   b.

   Clicking Assign To Me assigns all SmartTasks in the project to the project’s creator. If this option is selected, all existing SmartTasks will be duplicated, but ownership of each will be assigned to the project owner; this feature allows the owner to reassign SmartTasks as they see fit in in this project. Note: Best practice & default setting is to select “Use Existing Owners”. When “Assign To Me” is selected all SmartTasks will be assigned to Owner as Personal Tasks.  All tasks will need to be reassigned to a team member before the project can be used by a team.

6. Click the Continue Copying button. The second Copy Project screen appears.
   
   
   
7. In the first field, the project name appears as [Project] COPY. Rename it as desired.
8. In the second field, add a subtitle. While this field is technically optional, adding a clear subtitle will help distinguish this project from the original.
9. In the third field, edit or add the description to accurately describe the new project.
10. In the Project Scope section, select if this is a Personal, Team, or Enterprise project.
11. Click the Project Owner & Team to display a list of owners. The Select Owner screen appears.
    
    

    a.	Select the appropriate owner or click Add Member.
    b.	Click the Back arrow to return to the Copy Project screen.

12. Optionally, click Start to display a calendar and choose a start date.
13. Optionally, click Due to display a calendar and select a due date.
14. Optionally, select Program, Stage, Category, and Product from drop-down menu.
15. Optionally, under Financial Impact, enter information regarding cost as well as what is visible and to whom.
    
    

    a. 

    In the Project Value field, enter the overall value of the project.  Project Value is organization specific, and can capture items like project cost, revenue, cost savings, etc.

    b.

    In the Financial Impact per Day field, enter the financial impact of the project per day. The Amount (per day) is used to calculate Financial Impact if the project is completed early (gain) or late (loss).

    c.

    In the Show the Impact Of field, select from the dropdown menu to display Loss or Gain (the financial impact numbers will display no matter what), Gains Only (financial impact numbers will display only if they are positive), or Losses Only (financial impact numbers will display only if they are negative).

    d.

    In the Impact Visible To field, toggle among the following groups to determine who will be able to view these financial impact numbers:
    

    i.	Leaders Only
    ii.	Leaders and Viewers
    iii.	Leaders, Viewers, and Members
    iv.	Leaders, Viewers, Members, Extended

    Visit Creating a New Project to learn more about project setup details.
    
    
16. Click the Copy project button. The project now appears in the Project Portfolio.