Duplicate Project

This video introduces the Duplicate Project feature in Odoo18, which helps you save time and ensure consistency by creating a new project based on an existing one, making it ideal for recurring project structures or standardized workflows.

• Efficiency and Consistency: The narrator explains that duplicating projects is beneficial for quickly setting up new projects that follow a standard template, avoiding the manual creation of stages and tasks.
• Navigating to Projects: The process begins in the Project module dashboard, where all current projects are listed.
• Accessing the Duplicate Action: The video demonstrates selecting a project and using the Action menu (represented by a gear or vertical dots) to find the Duplicate option.
• Customizing the New Project: Upon duplication, Odoo creates a new project entry where you can immediately modify the project name, change the customer, or update the project manager.
• Copying Tasks and Stages: The narrator highlights that the duplication process copies over all internal structures, including the project’s kanban stages and any existing task templates.
• Finalising the Setup: The walk through concludes by showing how the new project is instantly ready for use, allowing team members to begin working within a familiar structure immediately.