How to copy an existing project

Copy a previous project's record types to set up new projects faster

Hana Block avatar
Written by Hana Block
Updated over a week ago

Matrak’s project copy feature allows you to copy previous projects that are already in the system.

Having the ability to copy a project helps make your project set up phase easier and quicker for you and your team.

When you want to create a new project in Matrak, you can easily make a copy of one of your previous projects, which will carry over all record types and relevant information.

Step- by-step instructions on how to copy a project:

  1. To copy a project, all you have to do to is go to Matrak's sign in and select "create a new project".

  2. Fill out the information for your new project, and then select the “copy of (optional)" dropdown - and here is where you can select a previous project to copy.

Note: When copying a project, drawings will not be included, Only record types will be transferred over to the new project.

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