Clone an Item

Create a new item with the same details and data as the source item, including all tab data.

The tab data includes:

BOM listings
Relationships
Attachments
Grid data
Milestones

Note: Items can only be cloned within the same workspace.

Go to your workspace and select the item to clone.
From the Actions menu (), select Clone.
In the Clone dialog, add information as needed.

Note: Required fields are indicated by a red asterisk(*).
Modify any existing fields or values that you want changed for the new item, such as the item name.
Click Clone.

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