Duplicate Plan Items & Create Templates

Teams that have repeat work will benefit from Duplicating Plan Items or converting existing Projects and Packages into Templates to move processes along more quickly. These convenience features are initiated from the right-click and 3-dot menus. Select the plan item, open the menu, and then choose Duplicate or Create Template.

1	Duplicate Plan Items

To make a new copy of an existing plan item, hover over the item, then right-click or use the 3-dot menu and select Duplicate. To duplicate multiple plan items at once, check the boxes next to items you want to copy and then open the menu. Duplicating places a new item directly under the original with (copy) in the name.

Items can be duplicated while in Portfolio, Package, Project and Grid Views. Duplicating a . . .

Task copies the item and its Assignments.
Sub-Folder copies the folder with its Tasks and Assignments.
Project copies the project folder along with its Sub-Folders, Tasks and Assignments.
Package copies the Package, as well as all the Projects with their Sub-Folders, Tasks and Assignments.

Remaining Estimate carries over to the new plan item. Logged Progress, Changes, and Files are not duplicated.

Information about Dependencies is provided after the table below.

Attributes and properties that are duplicated for each plan item are listed here.

Package	Project	Sub-Folder	Task	Assignment

Package	Project	Sub-Folder	Task	Assignment
Package Color	Project Color	Sub-Folder Color
Package Status	Project Status	Sub-Folder Status	Task Schedule Status	Assignment Status (active or done)
Description	Description	Description	Description	Assignment Name
Notes	Notes	Notes	Notes
Work Limit	Work Limit	Work Limit	Work Limit
Scheduling Limit	Scheduling Limit	Scheduling Limit	Scheduling Limit
Custom Data Fields	Custom Data Fields	Custom Data Fields	Custom Data Fields
Target Dates	Target Dates	Target Dates	Target Dates
Remaining Estimate roll-up	Remaining Estimate roll-up	Remaining Estimate roll-up	Remaining Estimate roll-up	Remaining Estimate
	Rate Sheet			Cost Codes
			Task type: Tracking Only or Scheduled	Assignment Scheduling: In Order or Independently
			ASAP Scheduling
Dashboard filters, layout & widgets	Dashboard filters, layout & widgets
Member Access*	Member Access*

*Member Access settings for Packages and Projects are available with the ULTIMATE Plan.

Dependencies

Duplicating Tasks with dependencies:

Predecessors are carried over to the new Task.
Successors are not carried over to the new Task.

Duplicating a Package, Project or Sub-Folder with dependencies:

The container’s Predecessors are carried over to the new plan item.
The container’s Successors are not carried over to the new plan item.
Predecessor and Successor dependencies on plan items within the container are preserved.

2	Turn a Project or Package into a Template

To convert a Package or Project into a Template, hover over the item, then right-click or use the 3-dot menu and select Create Template. When converting a Project you’ll be prompted to select a package location within the Templates Collection.

Add Template adds the Project to the Templates Collection and closes the modal.
Close closes the modal and cancels the action.
Go to TEMPLATE Collection navigates to the Templates Collection without creating a new template.

Projects can be converted while in Portfolio View, Package View, Project View or a Project Grid. Packages can be converted from Portfolio View, Package View and Package Grid. A converted Package lands at the bottom of the Package list in the Templates Collection. Learn about managing Templates in the Templates Collection lesson.

When converting, Total Work (Logged + Remaining) from the original assignment becomes the Remaining Estimate in the Template.

Scroll down to the end of this section to see how dependencies are treated when converting Packages and Projects into Templates.

The attributes below are updated when the new Template is created.

Package	Project	Sub-Folder	Task	Assignment

Package	Project	Sub-Folder	Task	Assignment
Package Status = Template	Project Status = Template	Sub-Folder Status = Template	Task Schedule Status = Workspace Default Status	Assignment Status = Active
Total Work roll-up converts to Remaining Estimate roll-up	Total Work roll-up converts to Remaining Estimate roll-up	Total Work roll-up converts to Remaining Estimate roll-up	Total Work roll-up converts to Remaining Estimate roll-up	Total Work converts to Remaining Estimate
Logged Progress roll-up reverts to 0	Logged Progress roll-up reverts to 0	Logged Progress roll-up reverts to 0	Logged Progress roll-up reverts to 0	Logged Progress = 0
Target Dates are CLEARED	Target Dates are CLEARED	Target Dates are CLEARED	Target Dates are CLEARED
			ASAP scheduling reverts to ASAP as Prioritized
Member Access is CLEARED*	Member Access is CLEARED*

*Member Access settings for Packages and Projects are available with the ULTIMATE Plan.

This information is carried over to the new template without change:

Package	Project	Sub-Folder	Task	Assignment

Package	Project	Sub-Folder	Task	Assignment
Package Color	Project Color	Sub-Folder Color
Description	Description	Description	Description	Assignment Name
Notes	Notes	Notes	Notes
Work Limit	Work Limit	Work Limit	Work Limit
Scheduling Limit	Scheduling Limit	Scheduling Limit	Scheduling Limit
Custom Data Fields	Custom Data Fields	Custom Data Fields	Custom Data Fields
Uploaded Files	Uploaded Files	Uploaded Files	Uploaded Files
	Rate Sheet			Cost Codes
			Task type: Tracking Only or Scheduled	Assignment Scheduling: In Order or Independently
Dashboard filters, layout & widgets	Dashboard filters, layout & widgets

Dependencies

Creating a Project Template:

The Project’s Predecessor and Successor dependencies are not carried over to the Templates Collection.
Predecessor and Successor dependencies on plan items within the Project are preserved.

Creating a Package Template:

The Package’s Predecessor and Successor dependencies are not carried over to the Templates Collection.
Predecessor and Successor dependencies on plan items within the Package are preserved.

Duplicate Plan Items & Create Templates

Duplicate Plan Items

Turn a Project or Package into a Template