Recurring Project
Manually Duplicating a Recurring Project
Do you work for a client every month with the same budget but need to make changes only for the next month? In this article, we'll show you how to do just that.
In the detail view of the recurring project template, you'll find the Manually Duplicate button.
Duplicate manually from a recurring project template
By clicking this button, we instantly create the future project (in our case, Internal Meetings 9/2024).
This allows us to make changes that affect the upcoming project in advance without altering the main template.
Keep in mind that a manually created project like this will still have a future start date, so none of the project participants will be able to log time into it yet.
Working with a Recurring Project
In this article, we're going to explore how to evaluate and edit the entire template of a recurring project.
Types of Budgets
In Costlocker, we can use different types of budgets when creating projects, depending on how each project is priced. Here are the four main types of budgets available: