Duplicate an initiative
- Accessing the Change Plan Duplication Feature
- Go to the initiatives page.
- Click on the three vertical dots next to the initiative's name.
- Select "duplicate."
- Customizing the Duplicated Initiative
- Specify the name of the copied initiative.
- Set the estimated start date of the initiative.
- Choose which components to duplicate:
- Change on a page fields.
- Impact assessment.
- Deliverables.
- Risks assessment.
- Stakeholder list.
- Activity planning list.
- Project milestones.
- Change manager.
- Effect on Dates
- By adding an estimated start date, the change plan will automatically adjust all activity and deliverable dates to align with the new start date.
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