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Copy Project

Copying a Project

H
Written by Hardik Makrubiya
Updated over a month ago

You can now create a new project by copying an existing one, including its structure and optionally its products. This feature allows you to use past projects as templates for new ones.

How to copy a project:

  1. Click "New Project"

  2. Select "Start From Template"

  3. Choose the project you want to copy

  4. Configure copy options

  5. Click "Create Project"
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You can also click on three dots on every project, which will allow you to copy, share and delete project.

What gets copied:

  • Project Info

    • All project information is copied.

    • User must edit details to fit the specific project.

    • User becomes project admin and can add collaborators.

  • Comparison and Research data

    • If "copy product" toggle is on, products are copied.

    • Displays product comparisons by category.

  • Schedules

    • Copies all schedules, initially empty.

    • If products are copied, includes custom data for each schedule.

    • It also copies, views, filter and sorting setting.

  • Spec Planner configuration and settings

    • Copies all section configurations to the new project.

    • Products are not copied unless "copy product" is enabled.

    • If enabled, copies products specific to their sections in the Spec Planner.

What doesn't get copied:

  • Shared links

  • Saved Search

  • Export history
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During the copy process:

  • A status indicator shows copy progress

  • The copied project image becomes transparent as copying progresses.

  • The project card will be disable until project is copied.

Note: The copy feature respects your original project structure while allowing you to start fresh with a familiar setup.

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