SuiteProjects Pro: How to Copy Phases and Tasks to an Existing Project

Normally when creating a new Project, you can copy the Phases/Tasks from the Project template. There are instances that if you need to add more Phases/Tasks and the Project already exists, you need to manually add them 1 by 1 which is time consuming. If the same Phases/Tasks structure already exist from an existing Project or from the Project template, you can copy the Phases/Tasks and add it to a different existing Project.

Below are the steps you need to follow:

1. Open the Project record where you will copy the Phases/Tasks
2. Under Phases/Tasks, go to Outline view
3. If you are copying all the Phases/Tasks, make sure that the Tasks are associated to the Phase so you can copy everything
4. Click the Pencil icon on the same row of Phase or Task you need to copy
5. Look for the “Copy or move this phases to another project or duplicate it within this project”, then click the Copy link
   
6. Select the Project where you are adding the Phases/tasks then check “Copy the [number] of sub-tasks within this phase to the new project”
7. Click Save
   

After completing the steps above, you should be able to see the Phases/Tasks added to the Project.