Overview
Users with the Relationship Manager role or higher (user profile permissions list) can clone an existing Engagement, quickly creating similar engagements while modifying key details such as the company name and external SME ID. This will save time and ensure consistency when managing multiple similar engagements.
Please note: If your portal has the new user experience enabled, click here to see the updated steps.
Cloning an Engagement
On the Engagements dashboard, search for the engagement to be cloned.
Click the ellipsis on the right, then select Clone.
After selecting the Clone option, a modal window will appear.
The modal will contain two fields:
- Company Name
- External ID
Enter the new Company Name (and External ID if required), then click Save. The newly created engagement will now appear in the Engagements dashboard.
Please note: The cloned engagement will carry over the Key Contact, Additional Contacts, Team members, and additional settings configurations from the original engagement.
If an upload has been completed for the original engagement, then the cloned engagement will have the same Accounting Package listed as the software, and the status will be the default "Upload Pending".
New User Experience
After signing into the portal, you may receive a pop-up asking you what you'd like to do. Click Skip and go to dashboard.
On the engagement dashboard, locate the engagement to be cloned.
Click the ellipsis on the right, then select Clone. After selecting the Clone option, a modal window will appear.
The modal will contain three fields:
- Engagement Name
- External engagement ID
- Key Contact
Enter the new Engagement Name, Key Contact (and External ID if required), then click Save. The newly created engagement will now appear in the Engagements dashboard.
Please note: The cloned engagement will carry over the Key Contact, Additional Contacts, Team members, and additional settings configurations from the original engagement.
If an upload has been completed for the original engagement, then the cloned engagement will have the same Accounting Package listed as the software, and the status will be the default "Upload Pending".