Copying projects

Copy an existing project to reuse its structure, configuration, and content as the basis for a new reporting period or reporting entity.

About this task

Copying a project avoids the need to recreate project settings from scratch when starting a new period.

Procedure

  1. On the Projects page, locate the project to copy.
  2. Click the Actions menu (⋮) and select Copy.

Results

A new project is created with a system-generated name based on the original project name. The copy includes all project settings, style sheet assignments, and report section structure from the source project.

What to do next

Note: You can copy a locked project. This allows users to use finalized reports as templates for future periods without unlocking or modifying the original.