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Siebel CRM Advisor Administration Guide
Siebel Innovation Pack 2015
E24718-01
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Copying an Advisor Project

To use the same data in an existing project, you can copy a project. All dependent pagesets, contents lists, Feature tables, Configuration tables, and data are copied along with the project.

To copy a project

  1. Select a project.

  2. From the Projects View applet menu, choose Copy Record.

    A new Project record appears, displaying the data for the project you are copying.

  3. Enter a new project name and directory.

    These values must bye unique throughout the application.