Within Teamwork, you can make a copy of an existing project on your site and customize which project items to include.



Click the options button (three dots) to the right of the project name and select Copy from the Manage Project section of the dropdown menu.

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You can also find the copy option whenever you are viewing a list of projects by hovering over the project name and clicking the three dots to the right.

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If you have set up a link to other sites in your profile and you are a site administrator on both, you can choose to copy the project to that site or make a copy in the current site. 

Note: The option to move a project will only be shown if your site has been linked to another Teamwork site.


Details

In the first step of the Copy Project modal, select Copy from the operation dropdown and the site where you want the copied project to be added.

Note: When you select a linked site to copy to, the company option will be hidden and the project will be associated with the linked site's owner company.

You can also update the project name which will have the copy date appended by default. Optional extras here include assigning the project to a company and changing the project description.

Click Next step to proceed.

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Note: When you select a linked site to copy to, the company option will be hidden and the project will be associated with the linked site's owner company.



In the second step, you can specify which items to carry over to the copied project.


Date offset

Choose how the dates from the original project should be set up in the new copied project by setting a number off days to offset by or using the Choose date option to set a specific date.

  • If your original project has a start date, that will be taken as day 0. Otherwise, the date that the project was created will be used.
  • The new dates can be calculated with the following options:
    • Shift all tasks and milestones by the same number of days.
    • Don't include Saturdays and Sundays when calculating new dates.
    • Calculate new due dates but keep tasks and milestones off weekends.
  • You can use the Preview dates option to see the effect of any settings chosen here, before making the copy.

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Include

In the Include section, you can choose which project items to copy by selecting the checkboxes next to each content type.

You will only be able to choose item types that already exist on the project.

Note: Only the first instance of a repeating task will be copied when copying a project. Any other tasks in the series will not be copied. 






Options

Additional options include:

  • Make me the creator of tasks, milestones, and copied messages.
  • Uncomplete all tasks and milestones.
  • Create activity in the new project.


Excluding weekends

When copying a project, you can choose to exclude weekends by selecting Calculate new dates but keep tasks and milestones off weekends.

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By clicking  Preview Dates, you can see the number of days any affected dates will move forward based on your choice to avoid dates landing on a weekend day (denoted in red).

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As an example, task A starts on Day 1 and is due on day 13. Add the task on a Monday (day 1).

  • Include weekends:
    • Calendar: Mon | Tue | Weds | Thurs | Fri | Sat | Sun | Mon etc.
    • Result: Start Monday (day 1), due Saturday (day 13)
  • Don't include Saturdays and Sundays (they are not included in the number of day count):
    • Calendar: Mon | Tue | Weds | Thurs | Fri | Mon etc.
    • Result: Start Monday (day1), due Wednesday (day 17)
      • Saturday and Sunday have not been included in this calendar count.

Note: You will only be able to copy a project if you have not met the active projects limit for your Teamwork subscription plan.

For more information, see: Moving or Copying Projects Between Sites