How to duplicate project? How to use content from another project?

In this article you will learn how to retain your current project and selectively bring in content from one or more other projects, rather than duplicating a full project, to give you more control

Why to Use This Approach

  • Users typically do not need a full copy of another project, only selected parts.
  • It supports reusing specific tasks, phases, or deliverables across projects.
  • It keeps your active project lean by avoiding unnecessary duplication.
  • It maintains existing relationships such as dependencies and assignments while adding new content.

Step-by-Step: Bringing in Content from Another Project

Follow these steps to bring selected content into your current project:

  1. Open your current (target) project - the one you will continue working in.
  2. Locate the Templaters Library in the top-left corner of the Docs or Scope module.
  3. Select the source project from the list of existing projects.
  4. Review available items:
    • Docs: Document sections
    • Scope: Tasks, phases, deliverables
    In Scope, you can also choose whether to import:
    • Information requirements
    • Task assignments
    • Document requirements
    • Checklists
  5. Select only the items you want to bring in. Add them to your project or drag them into the correct location.
  6. The items are added as new entries and do not overwrite existing content.
  7. Review the imported content. Reorganize phases, adjust dates, or reassign tasks as needed.

Key Differences from “Duplicate Project”

  • Selective import: Only chosen items are added, not the full project.
  • Project identity: Use SmartFields to automatically populate project-specific information and generate agreements efficiently from templates.
  • Source project remains untouched: The original project is not duplicated or modified.
  • More control: You decide exactly what to import, avoiding unnecessary cleanup.