How to duplicate a Project

projects

Sometimes you may find yourself doing the same kind of work for a Company. Or an Opportunity that you work on might yield more than a single Project. Simply use the Duplicate button on a Project to save you from having to retype all the information.

Duplicating a Project

  • Click on the Projects panel in the left hand sidebar
  • From the list of Project records click on the one you wish to duplicate
  • Once inside the relevant Project record simply click the Duplicate button on the right of the grey bar titled ‘Project details’
  • A new dialog box will appear, if you wish to proceed with the Project duplication click the OK button
  • You should now be taken to your newly created duplicate Project record. You can then modify any details that need to be modified before starting to deliver it.

Duplicate Project in RealtimeCRM