If you duplicate a project with a Budget, the budget is also duplicated. However, the duplicated project has a budget in the "Draft" state and it is enough to save it as "Final" via the budget settings (pencil symbol) and it will be automatically assigned to the project.
If I duplicate a project without a budget, the duplicated project does not contain a budget, but only the preset item "Not budgeted". After creating or assigning a budget, the item "Not budgeted" is automatically removed.
If your workflow includes the creation of recurring projects on a monthly basis, you’ll appreciate our new feature that allows for quicker and easier duplication of projects along with their tasks.
To do this, follow these steps:
- Use the Action button from the project detail or from the list of projects.
- Choose the ‘Duplicate’ option.
- Choose if you also want to copy all tasks from the previous project.
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