Duplicate a deliverable

Perhaps you have a retainer agreement with your customers, and so every month the details of the deliverable (and resulting invoice) are the same, except for the start and end dates.

Instead of recreating the deliverable each month, VOGSY can duplicate the original deliverable.

To duplicate a deliverable, do the following:

  1. Open the relevant project and find the deliverable.

    duplicate deliverable 01
  2. Click the dots vertical Additional tasks button and select Duplicate deliverable.

    duplicate deliverable 02

    The Duplicate deliverable form displays.

    duplicate deliverable 03
  3. Fill out the form and click Save.

    By default all of the original deliverable’s elements are copied when creating the duplicate, but these elements can be omitted by clearing the appropriate checkbox in the Also Duplicate section.