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How to Copy a Project as a Template - Web version

Written by Dinh van der Does

Introduction

This article will explain step by step how to copy a project template.

This feature is only available for participants with a paid Aproplan license that have an Administrator or Manager access right on the project level.

Copying a Project

1. To copy a project, click on the three dots icon icon of the project. A menu will open. Then, click on "Duplicate":

2. A new window pops up. Enter the details for the new project:

3. Select the data you want to copy:

4. You can choose to Finish, or further customize the new project by selecting exactly which participants you want to include:

5. Click Finish and duplicate project:

Please note: Some large projects may take longer to duplicate.

What can be copied

The following elements can be copied to a new project:

  • Lists

  • Forms

  • Folders

  • Participants

  • Categories

  • Rooms

  • Statuses

  • Custom fields

The following elements cannot be copied:

  • Points

  • Documents

When you duplicate a project, you automatically become the project administrator and retain access to the same items you had access to in the original project.

If you have any questions, please don't hesitate to contact our support team via chat or by email.

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