Clone a Project (Enterprise Plan)

Note: Depending on your subscription plan, the cloning features may vary. This article focuses on cloning a new project in the Enterprise Plan. For details on cloning a project in the Growth Plan, refer to [Clone a Project (Growth Plan)].

The key difference between cloning a project in the Growth and Enterprise plans is: Growth Plan: Cloning is limited to default details. Users can only clone the predefined details available in the Request Info and Tasks tabs. Enterprise Plan: Offers full customization, allowing users to choose which details to clone. To unlock full cloning capabilities, consider upgrading to the Enterprise Plan. For more information on all ManageArtworks plans, click here.

How to Clone a Project in the Enterprise Plan?

01: Access the Project View Module

1. Log in to your ManageArtworks account.
2. Click the "Project Views" button in the left pane.
3. By default, the Inbox View will be displayed.

Note: You can clone a project from any view. To switch views, click the hamburger menu and select a view to filter projects accordingly.

02: Clone the Project

Access the Clone Option

1. Locate the project you want to clone.
2. Click the three-dot menu (⋮) next to the project.
3. Select Clone.

Note: You can only clone projects that use a workflow template you have access to. If a project is based on a template where you are not assigned to the Start activity, you cannot clone it.

Customize Cloning Options

Once you select Clone, a pop-up window will appear, allowing you to configure cloning preferences.

1. Select a Workflow Template:
   You can clone the project using the same workflow template or choose a different template:
   1. Same Template  – If you want the cloned project to use the same workflow template as the original, then select Same Template.
   2. Other Template – If you want to clone the project with a different workflow template, follow these steps:
      1. Click the drop-down menu next to Other Template to view a list of all workflow templates you have access to.
      2. Select the desired workflow template from the list.
         
         
          
2. Customize Details to Clone:
   1. Request Info (Mandatory & Always Cloned)
      The Request Info tab details are always cloned by default.
      1. If cloning with the same template, all fields will be duplicated exactly as in the original project.
      2. If cloning with a different template, only the fields that exist in both the original and selected workflow templates will be populated. Any additional fields unique to the selected template will remain empty.
         
         
          
   2. Components (Optional)
      If the original project contains components, you can choose to clone them. 
      1. Make sure that the checkbox in the Check column is selected. (Enabled by default if the project has components.)
      2. Click the drop-down menu in the Choose Items column. It will list out all the component(s) associated with the project.
      3. Select the desired component(s) that you want to clone.
         
         
          
   3. Files (Optional)
      If the project contains Files, you can choose to clone them:
      1. Make sure that the checkbox in the Check column is selected. (Enabled by default if the project has files.)
      2. Click the drop-down menu in the Choose Items column. It will list out all the file type(s) associated with the project.
      3. Select the desired file type(s) to be cloned.
         
         
          
   4. Tasks (Optional & Template-Dependent)
      If cloning with the same template, you can choose to clone the Tasks tab details:
      1. If cloning with Same template: 
         1. To clone user selections and duration settings, make sure that the checkbox in the Check column is selected. (Checked by default.)
         2. If unchecked, the cloned project will use the default task settings of the workflow template.
            
            
             
      2. If cloning with a different template, the Tasks tab cloning options will be disabled.

03. Finalize Cloning & Modify the Project

1. After selecting the desired cloning options, click the Clone button.
   
   
    

1. The system will duplicate the project and redirect you to the New Project page.
2. If needed, modify the cloned project before initiating.
   Note: To modify a project in the Growth Plan, refer to Start a New Project (Growth Plan).
   For Enterprise Plan users, refer to Start a New Project (Enterprise Plan).
3. Once all modifications are complete, click "Initiate New Project" in the upper-right corner to launch your project.

By leveraging the cloning feature, you can significantly reduce project setup time while maintaining workflow consistency.