Copy a process

You can copy an existing process to create a new process. A copied process contains all of the process properties. These are the properties that are included as columns in the Processes tab. You can change the property values as required.

Copying a process does not copy the operations, operation steps, jobs, attributes, certifications, BOM, entities, and links associated with the parent process. However you can copy these components of a process by cloning the process. See Clone a process.

Copy a process

1. Select and check out the process that you want to copy. For more information, see Check out and check in a process.

2. On the ribbon, click Copy in the Home group, then click Paste.

   A copy of the process is opened in a New Process tab.

3. Change the process properties as needed.

4. Save the changes.

5. Close the New Process tab.

   The new process is added to the list in the Processes tab.