Introduction

Approval Project Duplication allows administrators to quickly create a new project based on an existing one. Instead of building workflows from scratch, you can reuse proven configurations, saving time and ensuring consistency across projects.

This feature is seamlessly integrated into the Approval Projects overview and supports efficient scaling of approval workflows across teams or local units.

How it works

Where to find it

• Navigate to Approval Projects overview

• Open the project’s context menu

• Select “Duplicate”

Duplication flow

1. Select Duplicate project

2. System creates a new project:

   • In Draft state

   • Within the same area (e.g., same Local unit)

3. You are redirected to the new project configuration

4. Before activation, you can:

   • Rename the project

   • Adjust stages and rules

   • Modify workflow settings

   • Update reviewers and initiators

5. Project becomes active only after saving and activating

What is copied

• Project name (with automatic suffix)

• Approval stages and their order

• Stage rules and conditions

• Assigned approvers

• Initiator settings and permissions

• Project-level configuration

• Place archives assignment

• Produce templates assignment

• Automatic assignment to Produce templates

What is NOT copied

• Historical approvals

• Active or completed approval instances

• Comments and audit logs

• Analytics and reporting data