Copying an item

You can copy existing items, modify their summary data and properties, create new items, and then place them anywhere in your portfolio.

To copy an item

  1. Open the Projects module.
  2. In the items tree, select the item you want to copy, right-click and select Copy Investment.
  3. In the Move/Copy Investment dialog box, under Options, select Make a copy and choose whether you want also copy any related documents, child items, or tasks. If you copy tasks, select the date upon which the summary task in the copied item will begin.
  4. Click OK.