If you need to create a new batch of work similar to a Project you already worked on, you can use the "Add New Project From..” feature, or Bulk Add New Project From to add multiples.
The template, and field values of the initial project will be copied to the new Projects.
And it works for Subprojects too, perfect for episodic projects.
Go to the Projects List
- On Mac, right click on the Project > Select "Add New Project From.."
On Web, click Edit, select the project , then click More Actions > Add New Project From.."
On iOS, swipe the Project, for More Actions > Add New Project From.."
You will be presented with a New project sheet, where you can edit project information before submitting.
The following are populated from the source project.
• Name (copy appended to previous project name)
• Workspace
• Project Template
• Custom fields and values
• Description
• Color
The following fields/ data are NOT populated in the sheet.
They are empty, or are taken from the Project Template if applied.
• Number - not copied
• Dates - not copied
• Files - not copied
• Milestone - not copied
• Status - not copied
• Members, Roles, Subprojects , Tasks - these are not copied. they will be applied per the template if any is applied
Click OK and your new project will be created
Bulk Add New Project From
There is also the option to “Bulk Add New Project From...” and “Bulk Add New SubProject From.."
When this option is selected you can select how many projects/subprojects to create and the numbering.