Project-Accelerator icon indicating copy to clipboard operation
Project-Accelerator copied to clipboard

Copy / Duplicate Status Report

Open DGorringe23 opened this issue 5 months ago • 0 comments

On the Status tab all Status Reports are recorded/listed. "New Status Report" creates a new blank Status Report form for the project. Or we can select and edit a particular Status Report. Our users would like to be able select the latest Status Report, duplicate it, then edit/update the contents for the current reporting period. In Word or Excel we would simply "Save a copy" and edit the new version.

How can we add a "Duplicate Record" or similar to the Status tab to achieve the above.

I have looked at the Edit Command Bar options for the Projects View page but no solution is available there.

Thank you for your assistance. David

DGorringe23 avatar Jan 23 '24 09:01 DGorringe23