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Duplicate an initiative

  1. 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."
  1. 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.
  1. 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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