How to duplicate a project with the budget?

Created by Juraj Šufliarsky, Modified on Tue, 11 Jul 2023 at 10:38 AM by Juraj Šufliarsky

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:

  1. Use the Action button from the project detail or from the list of projects.
  2. Choose the ‘Duplicate’ option.
  3. Choose if you also want to copy all tasks from the previous project.

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