Project Specific Configurations:
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Assets and Tags. They can be assigned to more than one Project in an Instance, but it refers to the same record in the database.
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Documents. Similar to assets.
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What are Task Models, though they can be copied between Projects.
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Systemization and Locations, though they can be copied.
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Tasks exist only in a project, and they cannot be copied.
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Certificate Types.
User Specific Configurations:
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The Workspace tab is specific to each user. It can be copied from user to user.
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Any Grid Layouts, changes to size of Columns. These can also be copied.
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Limiters. These can also be copied.
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Saved Searches. These can also be copied.
Using the Project Creation Wizard
The Project Creation Wizard creates new Projects and copies data from one Instance/Project to an existing Project. To access the wizard, click the New button from the bottom ribbon.
You can:
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Create a Blank Project in the current Instance.
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Copy data from an existing Project in the current Instance.
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Copy data from an existing Project in a existing Instance.
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Copy data from an existing Project in a new Instance.
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Copy data from an existing Project to an existing Project.
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Copy data from an existing Instance/Project into an existing Instance/Project.
The final option offers the most data to copy from one Project to another, so it may be worth creating the project first. The data that can be copied includes, but is not limited to the following:
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Disciplines.
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Dashboards.
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Document Types.
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Certificate Types.
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Punchlist Types and Categories.
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Task Models.
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Task Model Headers.
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Table of Content Definitions.
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Systemization Tree.