Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

Copy Projects

Copy Projects

Authorized users can make a copy of one or more Projects. This is useful for creating a new Project that is similar to an existing Project or to make a backup of a Project before making changes to it. When making a copy of a Project, you can keep the current name or give the copied Project a new name.
Follow the steps below to Copy one or more Projects:
  1. Log in as an Admin User with the Project Designer role.
  2. From the main menu, select
    Workflows
    and then click the Projects link.
  3. In the Folders column, drill-down to the folder containing the Projects to copy.
  4. Click the checkboxes of the Projects to copy.
  5. Click the
    Copy
    button that appears in the page footer.
  6. In the Copy Project(s) page, select the destination folder and specify what should happen when a Project with the same name already exists in the destination folder.
  7. If needed, type a new name for each Project.
  8. Click the
    Copy
    button to copy the Projects.

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