Clone an Activity

Owned by Christine Joyal
Last updated: Jun 13, 2022
1 min read

Commonly used with Activities that last multiple fiscal years, this feature allows you to make a copy of an existing Activity and edit it, instead of having to create a new one.

Active and De-activated Activities may be cloned.

  1. Select the “Projects" Module on your dashboard.

  2. Select the number of a Activity from the list.

  3. Select the “Clone” button to make a copy of the Activity.

  4. The Clone Activity page appears.

    Note: Instructions on how to proceed are provided.

  5. Enter all relevant information for the new Activity.

    Note: The Project Number, title, start and end dates of the previous Activity are displayed for reference. Fields are provided below each field to allow you to enter the new information.

  6. Review the information you have entered and select the “Clone” button to copy this Activity.