Duplicate a status report in Project Workspace

  • Release version: Xanadu
  • Updated April 14, 2025
  • 1 minute to read

    • Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.

    Before you begin

    Role required: it_project_manager

    Procedure

    1. Create a status report in Project Workspace.
      The status report appears with the data and information that you entered populated.
    2. Optional: Make changes to the report by editing the data, formatting, organizing the content, and entering additional data.

      The changes you make to the status report here are saved to the status report in the project workspace but don’t get saved to the underlying status report record, which you access from the status report related list in Projects form.

      Duplicate status report using copy option.

    3. Select the More actions icon and select Copy to create a copy of status report.
      The new status report is added to the same location as the original status report.