In Fohlio you can Duplicate an existing project, this can come in handy when you have a project that you prefer the settings and layout you have, user access, and don't want to redo.
To duplicate a project select from the Left main menu - Projects - Project settings
Then next to each project, there is a duplicate icon. If you click on it, the system will prompt you to add a new project name.
When duplicating a project, all the following will also duplicate:
- Items on Project sheets
- User Access
- Areas
- Active categories settings
- Template settings (Active Dashboards and Phases)
- Procurement Settings/templates
What is NOT going to Duplicate:
-
Procurement documents (PO/Client proposals and invoices/Quotes...)
Note:
Duplicating a project may take a long time (1-30min.) depending on the size of the Project.
Pro tip:
Create a template Project and duplicate it every time you need a new Project,
Make sure it is set up the way you want.
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