Copy Project/Save as

You can copy a project in FACTON using the "Save as" function. The function is available for all project types. You decide whether the embedded sub-projects and all versions should be inserted in the new project as a copy or a reference.

When referencing the embedded projects appear in the project structure of the new project and can be opened from there. Changes to the original sub-projects are forwarded with the current revision status to the new multi project/assembly sub-projects.

During Copying, the version of the embedded project is inserted with the current revision status. Depending on the settings, the sub-projects are either saved in the same folder of the project, or they are copied with the folder structure.

Note

To "Copy versions" and "Open references" from the new project, you need at least the "read access" right.

Save project as

  1. Open a project.

  2. In the ribbon, click on File > Save as (F12).

    The "Save As" Dialog opens.

  3. In the structure view, select the folder in which you want to save the project.

  4. Enter a new name for the project in the "Name" input field.

    Alternative: Click on in the "Name" input field to enter the project name in another language.

  5. Click on the plus sign in front of "Advanced Settings" and select an option for sub-projects and an option for existing versions.
  6. Activate the "Copy costing types" checkbox if you want to copy the costing types for all projects (including sub-projects and external projects).
  7. Confirm your data input by clicking the OK button. The project is saved and opens.
Note

When you copy folders that contain projects, the folder structure is accepted but not the projects!

Note

To use the "Save as" feature for a configuration project, you must be in the Multi project view.

All allocations and assignments are accepted.

When copying a configuration project, the pasted version of the sub-project is copied and pasted into the new project (CSW) in all sub-projects. The version history is not copied.

Copy Project to New Folder

The "Save as" dialog allows you to create a new folder to insert the copied project into.

  1. Open a project.
  2. In the ribbon, click on File > Save as. The "Save As" Dialog opens.

  3. Right-click on a folder in the structure tree: Select New folder. A new folder is created and the "Rename" dialog opens.

  4. Choose your preferred, predefined language from the "Language" combobox.

  5. Enter the name of the folder in the "Description" field.

    Hint

    You can enter the name of a folder in different languages when you create the folder.

    1. Choose a preferred second language from the "Language" combobox.
    2. In the "Name" field, enter the name of the folder for the second language.
  6. Confirm your entries with OK.
  7. In the tree structure, select the new folder in which you want to save the project.
  8. Enter a new name for the project in the "Name" input field.
  9. Confirm your entries with OK.
Further Information