How do I copy from a template to an existing project?

Although copying from a template most often occurs when creating a project, it is possible to access the Copy tool from the My Projects page to copy from a template into an existing project(s). For example, this would be useful if you are adding a new team member to all existing projects. 

Important Notes:

• The Copy process for an existing project will only allow adding, not removing access rights, to any given module.
• The Copy process for an existing project will only copy in a module's data (ex. schedule tasks) if the Thread menu for that module does not already exist in the project (ex. Project Milestones). If the Thread menu does exist, the Copy process will stop there and no look further for data to copy into/over.

To Copy From a Template

1. Click the 3-dot icon next to the template you want to copy from and select Copy.
   

   Helpful Hint: The "Copy" option will only appear if you are the Project Admin in the template, or if you are a Site Admin.

2. This will take you to the Copy Project Data screen. The project you selected earlier will automatically be placed in the Copy From area at the top of the page.

   Helpful Hint: The Default Profile(s), or any project where you are a Project Admin can be selected here.

3. From the Project List area, select the project(s) that you wish to copy data into.
4. Once selected, click the > arrow to move them to the right-hand side under Copy To.
5. Click Next in the top-right corner.
6. Under the App Group dropdown, select the applicable module to copy over.

   Helpful Hints: 

   a) If a new role, or user access rights were added in the template, start with the User Management App Group first.

   b) If a new role was created, you will need to copy all of the app groups to ensure the new role has all appropriate access rights.

7. Click Select All.
8. Review the list of items/threads for each area, only removing or adding as needed for this project.
9. Click Next in the top-right corner.

   Helpful Hint: A summary screen will display to show what has been selected to copy.

10. Click Copy in the top-right corner.
11. Once the copy feature is complete, a confirmation message will display.
12. Repeat Steps 6-10 for additional App Groups as needed.