Clone Projects ➿

Supercharge your procurement workflow with undrift’s Project Cloning feature! Located on the Project Details tab, the “Clone Project” option lets you replicate any project, carrying forward Project details into a new, immediately editable project. This powerful tool saves time when managing repetitive projects or setting up renewals, ensuring consistency and efficiency while driving your savings strategies. Let’s explore how to master this feature to dominate your deal pipeline!

Getting Started with Project Cloning

1. Access the Project Details Tab: Navigate to the project you want to clone and go to the Project Details tab.
2. Initiate Cloning: Click the “Clone Project” button to create a new project with all existing details pre-populated.
3. Edit the New Project: The cloned project opens instantly for editing—adjust names, dates, or tasks to suit the new context, like a renewal or similar deal.

Key Features to Leverage

• Detail Carryover: Clones all project details like supplier, summary etc. 
• Immediate Editability: Start tweaking the cloned project right away—update supplier contacts, due dates, or savings targets without starting from scratch.
• Time-Saving Efficiency: Ideal for repetitive projects (e.g., annual supplier contracts) or renewals, reducing setup time and ensuring consistency.
• Scalable for Repetition: Supports cloning across multiple projects, perfect for procurement teams handling similar workflows.

Step-by-Step Guide to Mastering Project Cloning

1. Identify a Template Project:
   • Choose a completed or well-structured project (e.g., a finalized supplier negotiation) as the basis for cloning.
2. Clone the Project:
   • On the Project Details tab, click “Clone Project” to generate a new project with the same structure and data.
   • Action: Edit the name the new project (e.g., “Supplier X Renewal 2026”) to reflect its purpose.
3. Customize the Clone:
   • Edit fields like “Target Contract Date” or “Supplier Name” to align with the new project. Add new Tasks (e.g., “Review Renewal Terms”) or update Document links.
   • Benefit: Immediate editability saves hours compared to manual setup.
4. Leverage for Renewals:
   • Use the cloned project for renewals by updating historical Notes (e.g., “Last renewal saved $1,000”) and Tasks to reflect current goals.
   • Tip: Sync with the Daily Task view to monitor progress in the new project.
5. Share and Monitor:
   • Export an Executive Summary via “Export to Word” to share with stakeholders, highlighting details and updates.
   • Action: Set up automations to trigger follow-up Tasks based on the cloned project’s stages.

Best Practices for Project Cloning Mastery

• Standardize Templates: Use a master project with best practices (e.g., standard Tasks for negotiations) as your cloning base to ensure consistency.
• Update Key Metrics: Adjust savings or spend data in the Project Summary to reflect new targets after cloning.
• Leverage Cloned Projects: Easily leverage custom fields in cloned projects to kick off a series of tasks, notes, and emails to create a workflow package
• Automate Post-Clone Tasks: Set up automations to create Tasks 
• Plan for Renewals: Clone projects annually or quarterly for renewals, updating supplier terms to maximize savings over time.

Benefits of undrift’s Project Cloning Feature

undrift’s Project Cloning delivers game-changing advantages for procurement pros:

• Time-Saving Efficiency: Eliminates manual recreation of projects, letting you focus on strategic wins rather than admin tasks.
• Consistency Across Projects: Ensures uniform workflows and data, reducing errors in repetitive or renewal scenarios.
• Cost-Effective Scaling: Leverages existing project data without additional storage needs, keeping undrift’s pricing low and savings-focused.
• Immediate Actionability: Editable clones enable quick adaptations, accelerating procurement velocity
• Strategic Alignment: More easily create branch projects into workflows and automations to get started quickly