Gantt LWC - Save As (Clone) Function

Last Modified On: October 28, 2024

Save As Function - Overview

An alternative to creating a new project from scratch is to use the Save As Function on a project. The Save As function provides you with the ability to create a new project from an existing one, by cloning. This allows you to quickly and easily create new projects without the hassle of having to re-define project tasks and settings.

You clone existing projects and project templates.

Create a New Project using Save As

To create a new project using the Save As function, you must first open the project or project template you wish to copy. Then, click on the Save As icon from the Project Toolbar on the left.

A 'Save As' dialogue window will open onscreen. Populate the following information:

• Project Name - the name of the new project
   
• Description (optional) - a brief description of the project.
   
• Include Task Assignment - when set to TRUE, will do the following:
  • It will copy the project team records from the source project and create the related Salesforce Tasks
  • If "Add as Collaborator" is TRUE in the project team record of a Salesforce User, then it will also automatically create the related Collaborator records.
     
• Include Attachments - when set to TRUE, will also copy all files shared in the project task chatter.
   
• Include Baselines Dates - when set to TRUE, will copy the project task start baseline, finish baseline and duration baseline dates.
   
• Default Task Status - allows you to set a default status for all project tasks.
  • If you set the default task status to "Not Started"
    • All project tasks will use this status
    • Any completed checklist items will be reset to "Open"

    • The Actual Start Date and Actual Finish Date fields will be cleared

  • If you do not set a default task status
    • Each project task will retain the status from the original project.
    • Checklist item statuses, along with Actual Start and Finish Dates, will be preserved.

Click on Save As when finished.

The page will refresh, and you will now be taken to the new project (or project template) you created using the Save As function.

Please note:

• When cloning projects, the new project inherits all the settings of the source project - including time zone and non-working days.
   
• If there are checklist items associated with project tasks, those get copied as well.

We recommend you review the new project and make any needed adjustments such as Duration, Start and Finish Dates, etc. Remember to always save your changes.