Overview
If you have several similar projects that you need to create in Fieldwire, you can save time during the project set up process by cloning an existing project. Cloning a project will copy over the main project attributes so that all you need to do is upload your project documents. The intention is to speed up the project creation process and save valuable time.
Please note that the project cloning process does not include the duplication of data. The intention behind this feature is for the "structure" of a cloned project to be duplicated. If you need to duplicate a project and include some or all of the data, we would recommend cloning the project settings, exporting the data from the existing project, and then importing data as needed into the new project. You can reference the Export Project Data section of this article for more information.
Table of Contents
Cloning Projects
To clone a project, you need to do the following:
- Select +New Project on the project dashboard
- Enter a project name
- Enter a project code (optional)
- Select the project that you'd like to clone in the Clone existing project dropdown
- Note: You will need to be a Project Admin or Member on the project you'd like to clone in order for it to appear on the drop-down list. You will not be able to clone any projects that you are a Follower on.
- Select exactly which attributes (Categories, Custom Task Statuses (If on Pro/Business), People, Checklists, Reports, Locations, Tags, Form Templates (if on Business or Business Plus), Folders, and Settings) you'd like to copy into the new project
Note: Cloning a project does not link the new project to the original project; what happens in one project will not be reflected in the other project.
As opposed to cloning a project, if you are on a Business or Business Plus subscription, you can choose to create project templates. If you are an Account Manager/Owner, or you are an Account User with more than one project template will see an alert about project templates when you select “clone existing project” with a link to the relevant video. To learn more about project templates, take a look at this article: How to Create Project Templates.
Copying tasks
Tasks cannot be cloned from one project to another using the clone project feature.
Tip: To learn how to copy tasks from one project to another using the CSV report and the task importer, check out this article: Q&A: How do I copy my tasks to another project?
Export Project Data
If you need to export information out of your projects (or import data into new projects), please reference the following guides:
- Introduction to the Task Importer
- How to Export (and Print) Plans as PDFs and View Markups
- Q&A: How can I export my Project content from Fieldwire?
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How to Download (Export) Previous Versions of a Plan