Project cloning is an efficiency-enhancing feature that allows you to duplicate the structure, tasks, team assignments and settings of an existing project to create a new project with similar characteristics. This functionality dramatically reduces setup time for recurring or similar projects by eliminating the need to manually recreate common project elements from scratch.
When you clone a project in Exacc, you have granular control over which elements are copied - you can include task structures, milestones, team assignments, budget templates and custom fields whilst excluding historical data like actual time entries, expenses and completed deliverables. This selective cloning ensures that new projects start fresh whilst inheriting the organisational structure proven successful in previous work.
Cloning is particularly valuable for businesses that deliver similar projects to multiple clients, maintain standard project templates for different service types or run recurring initiatives with consistent phases and deliverables. Rather than building each project from the ground up, you can clone a well-structured reference project and customise only the client-specific details, dates and team assignments.
Ready to leverage existing project structures? Follow the steps below to clone a project, configure what elements to include, update project-specific details and create a new project based on proven templates.
Duplicate existing project structures efficiently to accelerate new project setup whilst maintaining consistency across similar engagements.
Your new project has been successfully cloned with all selected elements and is ready for customisation and execution.