Duplicating a project is permission based
To duplicate a project, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager
Custom role with: Project management - Full access
You can save time creating a new project by duplicating an existing project on your company’s All Projects dashboard.
Projects in any status (Active, Wrapped, Draft) can be duplicated
You’ll be able to review and update the settings that have been copied over to the new project before completing project setup
Details that are duplicated
When you duplicate a project, the following details from the project’s settings will be copied over to the new project:
Project details
Workers’ compensation
Unions, guilds & health plans
Payroll
Paid sick leave
Accounting tools
Details that aren’t duplicated
The following details won’t be copied over, so you’ll need to enter them manually:
Project name
Project start date, project end date & shoot days
Project number
To duplicate a project
In the left left-side navigation, click the dropdown menu and select All projects
On the All projects dashboard, click the three dots next to the project that you want to copy
Click Duplicate
In the popup, enter a new Project name, Project start date, and Project end date. If your company uses project numbers for internal tracking, you can enter that too.
Click the Create button
The Project details page for the new project will open and you’ll be prompted to review the details that have been copied over
From here, you can either save the project as a Draft by clicking the Finish setup later button, or click Save & continue to confirm the project’s details. You must review and save each step in order to fully complete project setup.
To complete set up of a Draft project
To finish setup, make sure that the project draft is selected in the dropdown menu at the top of the left-side navigation
On the project dashboard, in the Welcome to your new project section, click on each of the remaining setup tasks to update/confirm project details
Once you’ve confirmed all the project’s details are correct, click the Complete setup button to change the project’s status from Draft to Active