Cloning a Project

When you need to create projects based on an existing project, you can clone a project.

Table of Contents

• To Clone a Project
• To Add a Project Note
• Parent and Child Projects
• To Create a Child Project
• To Sync a Parent Project

To Clone a Project

1. Right-click on a project, then select Clone project.
2. Enter a name for the project.
3. Press OK.

To Add a Project Note

1. Select a project from the project list, then select the Project information tab.
2. Enter the note in the textbox, then press Save. The note appears when you are cloning a project.

Parent and Child Projects

When you clone a project, you can add a parent and child relaionship between the two projects, the latter being the subsidiary one. Dispositions, fields, datasheets, script pages, and SMS templates cannot be modified in a child project. You can keep child projects consistent with their parent project by syncing them.

To Create a Child Project

1. Right-click on a project, then select Clone project.
2. Enter a name for the project.
3. Mark the Child project checkbox.
4. Press OK.

To Sync a Parent Project

1. Select a project from the project list.
2. Press Project sync.

Note: Child projects that are not synced with their parent projects are marked with a icon.