Duplicate participants
Duplicate a participant to create a similar one quickly, for example a second team with the same type and address.
💡 Note: To duplicate participants, you need Manage rights to Participants (see Roles and access rights), and the latest plan version must be editable.
Duplicating a participant
- Open Participants, click the … menu of the participant and select Duplicate. (You can also use the … menu at the top of its sidebar.)
- The copy is created immediately and added at the end of the same level. Its short name gets the suffix (Copy), e.g. AUR (Copy).
- Open the copy, adjust its Name, Short name and other details, and click Save Participant.
What is copied
- Copied: the details of the participant, such as type, description, budget limit, address, contact details and tags.
- Not copied: the logo, the sub-participants and the financial profile (personnel and indirect cost rates). Add cost rates to the copy in its financial profile.
- The copy is always active and unlocked, even if the original is inactive or locked.