Duplicate projects, activities, and events

💡 Note:

To duplicate projects, activities, or events, you must:

Have Manage rights for the Workplan or the respective parent activity (see Roles, access levels, and access rights)
Ensure the current plan version is in Edit mode (see Manage workspace plan versions)

What gets copied

The copy is added at the end of the same parent list (for a project: at the end of the Workplan), and (Copy) is added to its name.
If the project or activity has sub-activities or events, EMDESK asks: Do you wish to duplicate the item along with all its sub-activities and sub-events?
- Yes: copies the item with everything below it; every copied item gets (Copy) added to its name. Larger branches can take a moment (Duplicating... Please wait.).
- No: copies only the item itself, without its sub-activities and events.
- Cancel: nothing is copied.
A copy of a locked item is not locked.

The Duplicate dialog for items with sub-activities and events

Click Workplan in the main menu.
Hover over the project you would like to duplicate, click the … button at the end of its row and select Duplicate.

If the project has activities or events, choose Yes to copy them as well or No to copy only the project (see What gets copied).

💡 Tip: You can also duplicate a project from its sidebar: click the … button at the top right and select Duplicate.

Duplicate in the … menu of the project sidebar

Note: Read here how to create, update, and delete projects.

Click Workplan in the main menu.
Hover over the activity you would like to duplicate, click the … button at the end of its row and select Duplicate.

If the activity has sub-activities or events, choose Yes to copy them as well or No to copy only the activity. An activity without sub-items is copied right away.

💡 Tip: You can also duplicate an activity from its sidebar: click the … button at the top right and select Duplicate.

Duplicate in the … menu of the activity sidebar

Note: Read here how to create and update and delete activities.

Click Workplan in the main menu.
Hover over the event (deliverable or milestone) you would like to duplicate, click the … button at the end of its row and select Duplicate. The event is copied right away.

💡 Tip: You can also duplicate an event from its sidebar: click the … button at the top right and select Duplicate.

Duplicate in the … menu of the event sidebar

Note: Read here how to create and update and delete events.