How to duplicate an entire project???

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Posts: 1
Joined: Thu Aug 13, 2009 12:25 pm
PostPosted: Mon Aug 24, 2009 10:56 am
Is there any way to duplicate an entire project?

So, Most of my projects have the same tasks but different project names and different start and end dates. How do I duplicate an entire project and have the phases and activities linked??

Is this possible?
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Mon Aug 24, 2009 1:47 pm
It is certainly possible;you just need to write a script to do it. The script would duplicate the related records (project activity records) as well as duplicate the parent record (the project), assigning the newly created activity records to the new project's ID.

Fortunately we have an example of this kind of thing in the invoices section where we use this technique to duplicate an invoice and its line items. You can duplicate this script ("Dupe Invoice") and use it as the basis of your new project duplicate script.

You'll likely want to add something to yours as we dupe invoices "as is" without changing anything about the line items. As you're duping your project activity records, you may want to clear their dates, change their dates, or change their "type". To to this you'll add additional SetField() steps in our script. Add them inside the loop AFTER the SetField already there which sets the ID into the newly duplicated item.

Just one more tip. You'll see a sort step in this script. Sort your items in the *opposite* of the way you want them to show up to a user (this script duplicates the last item first).

Hope that helps,

John
John Sindelar
SeedCode

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