Create a copy of an existing project

Learn how to duplicate or create a copy of a single project or an entire project tree.

Content

• Create a copy of a project or the project tree 

Description

Heeros PSA lets you duplicate contents of an existing project by creating a copy to save time and effort.

Copy a project or a project tree

If you are managing similar projects for different customers, you can avoid the hassle of creating everything from scratch by simply creating a copy of an existing project(s).
To create a copy:

1. Click on the more options icon beside the project or project tree that you would like to duplicate and select Copy Project.
   
   

2. You will be directed to a dialogue box where you can define the project details for the new project. You can edit or update the details for your new project in the dialog box.
   

3. Rename the projects that need to be copied in the editable fields on the right.

4. Click on Copy to save.