Copying a Project to Create a New One

Note: To copy a project, you must have View Project and Add Project permissions in Active Community (see “Editing Permissions for Community Security Roles” ).

You can create a project quickly and easily by copying an existing one. When you copy a project, the following items are copied into the new project:

Project name and description

Activities (including activity dependencies and due dates, but not activity reminders if part of an activity-managed project)

Messages

Web forms

Files

Project permissions

Any activities that were currently in progress are reset, and no responses are copied to the new project.

Web forms retain their status; that is, published web forms retain their published status when the project is copied and unpublished web forms remain unpublished.

To copy a project

1	After creating a project as described in “Creating a Regular or Activity Managed Project” , click the Projects module.

The All Projects page opens.

2	Find the project you want to copy. You have several options:

If you created the project, click the Your Projects tab.

If someone else created the project, remain on the All Projects tab. In the Search for Projects field, start typing part of the project name, and then click Search (see “Quick (Simple) Searches” or “Advanced Searches” ).

3	Select the name of the project you want to copy.

The project opens to the Overview tab.

4	Click Copy.

The Create New Project tab opens.

5	Enter the new name and description for the new project.

6	Click Copy.

A new project is created with the new name.

Note: The new project has the same activities, participants, messages, web forms, and permissions. Activities that were in progress are reset. Activity reminders are not copied.

21.2 release. Updated April 7, 2021 OpenText Active Community User Guide PDF

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