Cloning a project folder creates a new folder with the same team folder structure, lists, and photo tags as an existing one. This is useful when a new project, site, or contract needs the same setup as one you already run — instead of building it folder by folder.
ℹ️ Open Beta: Project folder cloning is currently in Open Beta. You will see a Beta label on the Clone Folder option in the project menu.
Prerequisites
Plan: Paid Dashpivot plans only (not available on free trials)
Permission: Org Controller
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the folder list and locate the project folder you want to clone.
Click the three-dot menu next to the project folder.
Select Clone Folder.
Review what will be copied in the confirmation modal.
Click Confirm.
The new project appears in your folder list while it is being built. When it finishes, you are taken into the new project with its name ready to edit. Prior to editing, the new project will be named Copy of [project name] — if a copy already exists, the next one is numbered (Copy(1) of…).
What Gets Cloned?
Cloning copies the project's setup — not its data.
✅ What comes across
The project folder itself, created in the same workspace
Project photo tags
Lists created in the folder
Lists deployed to the folder from the workspace level (re-deployed, so they stay linked to the workspace list and continue receiving updates)
A team folder for every active team folder in the original project, created empty
Photo tags on each of those team folders
❌ What does not come across
Templates and template tabs — cloned team folders start empty. Cloning templates with a project is coming in a later release
Forms, photos, and activity history — cloning copies the setup, never the data inside it
Users and their permissions — you will need to add people to the new project and its team folders yourself
Analytics, Actions, and project alignment settings
Archived or deleted team folders and lists — anything archived or deleted in the original is skipped
Who Can Clone a Project Folder?
Role | Can Clone? |
Org Controller | ✅ Can clone any project folder in the workspace |
Project Controller | ❌ Cannot clone a project folder — can still clone team folders inside projects they control |
Team Controller | ❌ Cannot clone folders |
Member | ❌ Cannot clone folders |
Cloning a project creates another project in your workspace, so it is restricted to Org Controllers. Cloning a team folder is still available to Project Controllers — see How to Clone a Team Folder on Dashpivot Web.
Requirements & Limitations
Same workspace only. You cannot clone a project into a different workspace.
Active folders only. Clone Folder is not available from the Archived view.
Very large lists. A list holding more than 5,000 rows is not copied into the new project. Everything else still clones.
All or nothing. If something goes wrong partway through, the clone is automatically rolled back — the new folder disappears and you see a single clean error message with no half-built project left behind. You can safely try again.
Platforms
Available on web
Not available on the mobile app
Frequently Asked Questions
Why can't I see the Clone Folder option on my project?
Clone Folder appears in the three-dot menu on a project only when all of the following are true: you are an Org Controller, you are in the active folder view (not Archived), and your workspace is on a paid Dashpivot plan. Project Controllers see Clone Folder on team folders but not on projects.
Will my templates be copied into the new project?
Not in this release. The cloned project comes with the same team folder structure, but those folders start empty. Cloning templates along with a project is planned for a future release.
What happens to my lists?
Lists created in the folder are copied into the new project. Lists that belong to the workspace and are deployed to the original project are deployed to the new project too — rather than copied — so there is still only one of them.
Will my forms and records be copied?
No. Cloning copies the project's setup and nothing else.
Do I need to re-add users to the cloned project?
Yes. User access is not copied, so you will need to add people to the new project and its team folders yourself.
What happens if I switch folder tabs while a clone is in progress?
The clone continues running in the background and completes normally, regardless of which tab you navigate to.
Can I clone a project into a different workspace?
No. The clone is always created in the same workspace as the original.
Can I clone an archived project?
No. Restore the project first, then clone it.