We don't like wasting time on repetitive things. To make life easier for users, we have added the function of copying and closing projects.
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Required Permissions
The manager can use these functions if the administrator has granted the appropriate access: Organization or Project Actions.
How To Duplicate The Project?
To duplicate a project, click the Duplicate project button. A pop-up window with the settings will be displayed.
1. The title of the project will be marked "Copy" so you won't be in doubt about which settings you are in.
2. Decide which design elements you want to copy.
3. Decide from which date the selected data should be copied. If the project ran from August to December and you copy the data from September to December, the August data will not be copied.
4. Note that a work log without assignments does not exist in our system. So when you copy worklogs, the assignments will be loaded automatically as well.
How To Close A Project?
To close the project, click the Close button. A pop-up window appears with the settings:
1. You can decide if you want to complete the project immediately or on a specific date.
2. Think about what data you want to collect even after closing the project. is completed. Select items to be deleted after the selected end date.
3. Additional security measure: enter DELETE to confirm.
The information about copying and closing the project will be displayed in the activity list, so you won't lose track of it:
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