Duplicate a status report in Project Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • 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.

    始める前に

    Role required: it_project_manager

    手順

    1. Create a status report in Project Workspace.
      The status report appears with the data and information that you entered populated.
    2. オプション: 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 and also get saved to the underlying status report record, which you access from the status report related list in Projects form.

    3. Select the More actions icon (More actions icon.) of the status report that you want to copy and then select Duplicate status report.
      • The duplicated report displays the latest project status and metrics.
      • Any static or manually added information from the original report is retained in the duplicated version.
      • The dynamic data refreshes to the current date and shows the latest information.
      The new status report is added to the same location as the original status report.