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The following entities are always cloned into your new project. You can clone additional items by specifying them in step 2 of the clone wizard.
| Project Tab | Entity |
|---|---|
| Project Info Tab | % Likelihood |
| Project Info Tab | Location |
| Project Info Tab | Begin Date |
| Project Info Tab | End Date |
| Project Info Tab | Hours/Day |
| Project Info Tab | Description |
| Project Info Tab | PM Team |
| Project Info Tab | Time entry restrictions |
| Project Info Tab | Expense entry restrictions |
| Project Info Tab | PO # |
| Project Info Tab | Default Scheduling Mode |
| Project Info Tab | DTM enabled |
| Project Info Tab | Project workspace enabled |
| User Defined Fields Tab | All UDFs |
| Rates Tab | Rate Types |
| Budget Tab | All time baselines |
| Budget Tab | All cost baselines |
| Workspace Tab | All settings |
| Advanced Setup Tab | All Settings |
Restrictions
Unfortunately not everything can be cloned. Some settings which must be unique cannot be copied, for example the Project Code. In addition, the following items are not cloned.
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Setting | Description |
|---|---|
Clone hours | When ticked, all booked hours are copied into the new project. These hours can be left as booked or converted into requested hours. Currently requested and approved hours on the source project are not taken into consideration when cloning. |
Make roles unnamed | If the roles in the old project were assigned then Projector will convert them to unnamed. This will force your PM's and Schedulers to reassign resources. |
Create bookings / requests | Copy all scheduling data in as bookings or as requests (this includes Requested/Booked resource criteria for each role) |
Clone task types | Copy task types defined on the Project Task Types Tab |
Clone tasks | Copy detailed task management tasks defined on the Project Task Planning Tab. If *Clone Roles* is unticked then only the task structure and duration is copied. If it is ticked then the assigned roles and effort will also be copied in. |
Copy documents | Copy documents from the Project Workspace. Expense document receipts and invoices will not be copied to the new project. |
Send Email to Project Managers | Notify project managers of the new project |
Clone rates | Clone all rate cards. If copying into an existing engagement then that engagement must share the same currency as the original engagement. If this section is grayed out, you have specified a non-billable engagement type. |
| Use default rates | One of three rate cards can be applied here:
Use the default rate card for the engagement's client. If the client setup specifies to use default rates, then the standard rate card for the engagement's cost center will be used. If this section is grayed out, you have specified a non-billable engagement type. |
Use this rate card | Select a different Rate Card. If copying into an existing engagement, the rate cards are limited to that engagement's currency. This option is disabled if:
|
Copy cost plans | Copy the cost plan defined on the Project Cost Planning Tab |
Copy milestones | Copy milestones associated with the project's contract line item |
Copy issues | Copy project workspace issues |