About

• Manually by users, via a 'Clone Project' button on the Opportunity or Project records (please see Enabling Project Cloning for more information)
• With record-triggered flows (please follow the instructions below)

Project Cloning prerequisites

Project, Phase and Participant cloning features require the separate Precursive Template package to be installed on your org.

If this package is not installed, please reach out to the Precursive Support team for a link to the most-recent version before attempting to follow the rest of this article.

How to Clone Projects/Phases with Record-Triggered Flows

To clone a Project:

1. Navigate to the record-trigger flow that you want to clone projects from.
2. Create an Action element of Apex Action type.
3. Use the 'PrecursiveCloneProjectInvocableV3' invocable method
4. Define the Source Project ID - that is the Salesforce Id of the project template (Create a Project Template) or of the project you want to be cloned with this flow. [This parameter is required]
5. Toggle the relevant buttons to define what records you would like to include when cloning this template. Please refer to the list of parameters you can find below for more information.

To clone a Phase:

Parameters

1. Copy Activity Categories - that allows you to automatically copy all the Activity Categories added to the Phases of the sources Project, into the Phases of the cloned project. Activity Categories are copied by default - un-toggle this option if you don't want to include them.
2. Copy Assignment - that allows you to copy the Resources assigned to the Participant records of the Phases of the source Project. When a Resource is assigned to work on a Phase on the source Project, they are assigned to work on the same Role under the cloned Phase. If un-toggled, that Role is added as a Resource Request to the cloned Phase. Assignments are copied by default - un-toggle this option if you don't want to include them.
3. Copy Bookings - that allows you to copy all the Bookings created for the Participants in the Phases of the source Project. Bookings are copied by default - un-toggle this option if you don't want to include them.
4. Copy Expense Categories - that allows you to copy all the Expense Categories from the Phases of the source Project. Expense Categories are copied by default - un-toggle this option if you don't want to include them.
5. Copy Participants - that allows you to copy all the Participant from the Phases of the source Project. Unless the 'Copy Assignment' parameter is also toggled, this copies them as Resource Request with no Bookings (toggle 'Copy Bookings' to copy Participants as Resource Requests with Bookings). Participants are copied by default - un-toggle this option if you don't want to include them.
6. New Project Category - Set project category for cloned project. This parameter is optional. When not set, the project category is left empty or copied from the source object if the Project Category field is added to the 'Copy Fields' field set on the Precursive Projects object. Please see the 'Configure your Cloning Field Sets' section of this article on how to Configure Precursive Projects Cloning Functionality.
7. New Project Name - defines the Name of the cloned Project. If not defined, the cloned Project is given the same name as the source project plus the ‘cloned’ suffix.
8. Start Date - defines the start date of the cloned Project. If not defined, the cloned project has the same Start Date as the source project.

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