Copy a Potential Project (PSA Edition)

This article will show how to quickly and easily copy an existing Project. This is a useful time-saving tool to use when you have a similar Project coming up to one that is already ongoing. Instead of adding all the Project Details and Fee Estimator manually, CMap will automatically copy this information into the new Project, which can then be updated if needed.

  1. From your Dashboard, you can access the Pipeline area from either the CRM tab or the Projects tab.
  2. You will be taken to the Potentials area. Click on the Project No-Title that you wish to copy. Click Actions in the right-hand corner and select Copy this Project from the drop-down list.

  3. A pop-up box will appear asking you to confirm whether you are sure you want to copy this Potential. Click Yes to make a copy of the Project.

CMap will then create a copy of the Project, with the next available Project Number and a title with the prefix “Copy of”.

You can then edit the details as required. Click here to learn how to maintain a Potential Project.

Hey presto! Your copied Project will now appear in the Pipeline tab, accessed via CRM or Projects on your Dashboard. You can then just update the relevant information in the Project Details page, which will save you having to manually add them from scratch.  

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