Regpack

How to Copy a Project in Regpack

Copying projects allows you to create a brand new database in which you can manage your next round of applicants.

Copying a project is the first step in getting your new registration ready for launch.

Below we’ll walk through how to create a new project based off of an existing one.

Read about how to create a NEW project, using our templates, in this article.

First, select Project Settings from the Settings menu.

Click the create new project button in the upper right hand corner of the screen.

Note that you can also create a new project by selecting “Create New Project while viewing your projects in the bottom left of the screen.

Both methods will bring you to a page where you are able to either copy this project or create a new one from a template.

You can choose to either copy this project or copy over one of your other ones.

Copying your existing project will keep your set up form the previous year, and works well if this new project will be similar. Working from a template is a great way to start fresh if you would like to try something new.

Once you’ve made your selection you’ll need to make some final decisions:

1) Give the project a name and select optional Project Manager assistance.

 

2) Decide what information you would like to copy over from your original project into the new copy.

The default is to leave everything copied in the new project, as they can be removed later on if you would like. This is helpful if the structure is the same. Once copied over, you can edit text and/or questions to update it for the current season.

Click “Create Project”, and you are all done!

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