Copying an existing Project allows you to quickly replicate the structure of a previous deal. This is particularly useful for repeat transactions or when using a specific Project as a "Template."
Who can copy a Project? Any User can copy a Project that they currently have access to. Here are the steps:
1️⃣ Initiate the Copy
There are two ways to begin copying an existing Project:
Option A (most common): From the Projects Page Navigate to your Projects Tab list view.
Select the checkbox to the left of the Project you wish to copy.
Click the Copy Project button that appears in the top right corner.
Option B: From Within a Project If you are already inside the Project you wish to duplicate:
Navigate to the Home Tab (Project Information).
Click the three dots menu (⋮) on the top right of the Project Information card.
Select Copy Project.
2️⃣ Configure Teams
Once initiated, you will enter the Copy Project Wizard. The first step allows you to configure the Project Name and Teams.
By default, the system appends "Copy" to the original Project Name and displays all existing Team Members from the source Project.
On this screen, you can:
Toggle "Copy Source Project Teams and Organizations":
ON (Default): Retains the original organizations and members.
OFF: Starts fresh. The Teams are reset, and you (the User creating the copy) are added to Team 1 by default.
Manage Members: You can remove specific members, add new ones, or designate Team Captains before the project is created.
Set Relationships: Establish or modify Attorney-Client relationships between organizations.
Click the Next button when you are ready to proceed.
3️⃣ Review Milestones & Checklist
The second step allows you to review and modify the Milestones and Checklist structure.
By default, dealhead creates a replica of all Milestones and Checklist Items from the Source Project.
⚠️ Important: This process copies the structure only.
Documents: Files attached to the Source Project are not copied.
Signatories: Signatories designated in the Source Project are not copied.
Key Configuration Details:
Next Action Reset: For all items, the Next Action will automatically default to your Team (the User creating the copy).
Edit Items: You can rename items, delete unwanted items (🗑️), or duplicate items using the copy icon.
Module Settings: Click the icons on any item to toggle dhNegotiate, dhSign, or dhDealBinder inclusion.
💡 Tip: Just like the Teams step, you can toggle "Copy Source Project Checklist Structure" to OFF if you wish to wipe the checklist and build it from scratch.
4️⃣Finalizing the Copy
When you are satisfied with the setup, click Create in the bottom right corner.
You will immediately land inside your new Project, ready to work.