New Copy Project Experience in Project Operations

For quite some time, you already had the classic Copy Project experience in Project Operations which is as follows –
You had the Copy Project button on the top of the Project in the ribbon-

And it just used to start.


And once the Copy is done, it’ll append ‘- Copy’ to the end of the Project name and show any validations on the copied project based on when it is copied.


So, here’s how the new copy experience changes things!


New Copy Experience

So, in order to experience the new Project Copy, you’ll have to enable it from Settings like any other Project Operations feature –

  1. Given you have Admin privileges, you can navigate to Settings.


  2. And then look for Enable Copy Project New Experience.

  3. It’ll ask you for confirmation.

  4. Once this is enabled, you can test by using the same Copy Project button.


    And here, you now get a modal pop-up with some preferences before the Copy process begin. This lets you choose how the copied project takes place.

    So, I made some changes before copying like the Name, Calendar Template and Team Member preferences before I hit Copy.

  5. And once you click Copy, the same copy process takes place but with the preferences you set.
    It takes a few moments to copy and it’ll ask you to navigate away from the current page and take you to the new page.
    Once you are in the new Page, it’ll then show this notification while the background processes take place.

    And that’s the new Project experience for you!! 😊

Hope this was helpful!

Thank you!

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