If you are the project owner, you can copy an entire project set-up, with all variables, groups, forms, dependencies, statuses, status permissions, series, and project roles, or choose to copy some of the elements into a new project. Copying a project only implies copying the design of the project. None of the entered data in the project is copied. Only the project owner can copy the project set-up.
1. On the dashboard, click on the three dots in the upper right corner of the project card of the project you want to copy
2. Choose "Copy project" from the dropdown menu
3. Give your new project a name and fill out the rest of the project information (optional)
4. By default, the project owner for the original and copied projects is the same.
If you want to change this, click “Change owner”
Write the email address of the new owner of your copied project and press enter
Click "Continue"
Confirm the ownership of the copied project by checking the box next to the user’s name
Click “Confirm”
5. Under "Include", check the boxes of the elements you want to copy to your new project
Variables: All project variables will be copied to the new project
Groups: All project variable groups will be copied to the new project. Variables will by default be copied when checked.
Forms: All project forms will be copied to the new project. Variables, groups, and series will by default be copied when checked.
Dependencies: All dependencies will be copied to the new project. Variables, groups, and series will by default be copied when checked.
Statuses: All project statuses will be copied to the new project. Variables, groups, and series will by default be copied when checked.
Status permissions: Status permissions for the project owner are copied to the new project. Variables, groups, and series will by default be copied when checked.
Series: All project series will be copied to the new project. Variables and groups will by default be copied when checked.
6. Click "Copy project"