(New UI) Cloning Projects or Sections

Overview

Cloning a project or section allows you to create a new project or section quickly and easily, and helps provide consistency with similar existing projects of the same type.

Cloning a project does not retain time tracking or file configuration information. To retain file configuration information, duplicate a project instead of cloning it. See (New UI) Duplicating a Project for more information.

The Clone option is available from the More Options menu associated with the project.

You have four options when cloning information:

• Clone Only Project Details: Project details only are cloned.
• Clone Only Sections: Sections only are cloned, not answers.
• Clone Sections and Questions: Sections and questions only are cloned, not answers.
• Clone Sections, Questions, and Answers: All sections, along with their questions and answers, are cloned.

Clone Only Project Details

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. From the Clone Project pop-up, enter a name in the Project Name field, then select Clone only Project details and click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details and start uploading documents, templates, or add sections.

Clone Only Sections

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. From the Clone Project pop-up, enter a name in the Project Name field, select the Clone only Sections option and the Include Sections, Authors and Reviewers checkbox, then click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

Clone Sections and Questions

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. From the Clone Project pop-up, enter a name in the Project Name field, select the Clone Sections and Questions option and the Include Sections, Authors and Reviewers checkbox, then click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

Clone Sections, Questions, and Answers

1. Click the More Options menu next to the project you want to clone and click Clone Project.
2. From the Clone Project pop-up, enter a name in the Project Name field, select the Clone Sections, Questions, and Answers option and the Include Sections, Authors and Reviewers checkbox, then click Confirm.
3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.