Duplicate an opportunity

An opportunity (employment job or service proposal) can be duplicated to make a copy. It will contain all the details of the previous one. The default change is to change the name newly created item. The application workflow remains the same. All fields that can be changed are specific to the new opportunity.

Note: intake capacity settings are not copied and must be set individually.

To create a duplicate

1. Go to either:
   • Employment > Jobs
   • Services > Proposals
2. Locate the row to duplicate
3. Click (vertical dots) to open menu
4. Select Duplicate
5. Click Duplicate

The new opportunity should be in the list (default "Copy of ..."), if you can't see it, click Refresh

Making final changes

1. Go to either:
   • Employment > Jobs
   • Services > Proposals
2. On the newly duplicated item, locate the row
3. Click (vertical dots) to open menu
4. Select Edit
5. Move through the fields, update values and Save as needed

Previewing

Use the preview pane to ensure values are as expected here

Check that the opportunity is valid

Check that it is valid as per here