Copy a project
When you manage multiple projects, some projects have similar settings and/or the same structure. You can create a template project, in which you set up the folder structure, roles, forms and workflows, and use this template for each new project you create.
As a project administrator, you can create a new project based on your own existing project:
Log into Bricsys 24/7 on the login page.
All projects are displayed.
- Click My projects.
My projects are displayed.
- Select a project in the content pane.
- Click Copy project.
The Copy project - Step 1 window appears.
Enter the project details:
- project picture
- project name
- project description
- country in which the project will be carried out
The Copy project - Step 2 window appears.
- Select and/or deselect the options you want to copy to your new project.
- Click Confirm.
Note: When you copy a project, the folder structure is copied, but the documents are not transferred. If you need a copy of the folders with documents included, you must select the folders and documents manually, and use the copy action. It is also possible to copy the documents with the Bricsys 24/7 Transfer Tool.
Note: You can copy the forms and metadata together with the project. However, as the documents are not transferred automatically, the form entries will not be transferred either. This does not apply to the links between forms and folders.
When you copy a project, and select Forms and Metadata, the links between forms and folders will be copied. As a consequence, if you upload a new document in a folder with a form attached, you will be asked to enter the metadata.