Summary: duplicating projects can be done from the "actions" column in the main menu dashboard. This will create an exact copy of the previous project that you can edit, for example for a different site, where the job is similar.
Note: Duplicating projects counts towards your project allowance, just as creating a new one does.
Duplicating a project ✏️
Duplicating projects will copy each section of your existing project into a new project, including any changes you've made. You can then edit each section as required to make it specific for the new job.
Navigate to the main projects page
On the right, click the three dots '...' in the "Actions" column
Select 'Duplicate'
A box will appear asking to fill in the name of the new project
Click "Duplicate project"
Wait a few moments while the project is being created - this can take a few minutes, especially for larger documents
You'll automatically be redirected to the new project details page
Edit the project details for new project, e.g enter the new location
You can either 'Save and exit' at this point, or continue to 'Next' to make further changes
Note: Make sure you edit all site/client specific details from the previous project to make them relevant for the new job!
Duplication not working? 🆘
There are a few reasons why a project can't be duplicated:
The duplication feature is disabled on your account by the admin
The project is using an old risk assessment that no longer exists in the library
Technical issues related to attachments and images added to the document
Please contact support via the web chat below if you're unable to duplicate a project.
Disabling the duplication feature ⛔️
If you're an Enterprise customer, you can now choose to disable duplication of projects. This way, the 'duplicate' function entirely disappears from the account.
This is useful where jobs are highly site-specific and you prefer the team to start each RAMS from scratch.
Simply contact us or your dedicated account manager to enable the feature today!