Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?
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Hi Diane, if you Choose COPY at any level (PPL and PPL+) and paste where you want you will get these options:
BUT this is not for copying attributes.
A couple other important notes - because you reference setting attributes and fields - make sure the attribute you want to persist are set to “Enable Copy Paste”
Also - I just got updated guidance from our team. Please note this is only for below PPL. At PPL copy/clone does not exist, so things like project details, any associations to Strategies/Outcomes, and other project level items won’t be copied.
Here’s a link to the CSC article for copying:
Copying, Cutting, Pasting, and Moving Items on the Plan Screen - Planview Customer Success Center
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