Copy a project

You can use the copy feature to quickly duplicate a project of your choice without creating a new project again with the same or similar details. With this feature, you can easily recreate projects in a fraction of your time.

• Accessing the project module
• Copying a project

To copy a project, follow these steps:

1. From the main menu, click Projects.📁

2. Click the expand icon of the company to which the project belongs.🔽

3. Click the project that you want to copy.📂

4. Click the Make a copy button.📄

5. Add the new details of the project and click Save Changes.💾

6. Click OK.✅

7. The copied project is immediately added to your selected company.

A step-by-step guide to creating projects, phases, and subphases in Proxuma.

Changing the project's name, end date, and other details of your project in Proxuma.

Create a task for a project

A step-by-step guide on how to create a task for a project in Proxuma.

Bulk edit

Edit multiple tasks simultaneously using Proxuma's Bulk Edit tool inside the Planning Screen.