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How to clone or copy an existing project

Re-use an existing project to copy its shifts to a future date.

Updated over a year ago

Step 1: Access the Planner .

  • Navigate to the "Planner" page.

Step 2: Select the Project you'd like to Copy

  • Right-click on the project (name at the top) you want to clone.

  • From the context menu, choose "Clone Project."

Step 3: Adjust the Details for the New Project

  • Change the date and any other project details as needed.

  • Select if you'd like to copy the staff assigned to the new project (this will only copy staff that are eligible and available for the new project).

Step 4: Clone the Project

  • After making the necessary adjustments, proceed to clone the project.

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