Project Portal - 12 - Duplicate Surveys

Duplicate Surveys

When setting up new surveys it can be quicker to simply duplicate a previous survey.

Note: Duplicating a survey will create a new version of the original, including the taxonomy and form field settings, the room schedule and floorplans (including room markers).

Note: Imported assets will not be duplicated

Note: Surveys can be duplicated irrespective of their status (e.g. whether they are Not Started, In Progress or Completed)

Duplicate a survey

Go to the View Surveys screen
Click the 3 dots icon to the left of the survey you wish to duplicate
Select Duplicate
Enter the relevant details (survey name, site, building, etc), click next
Continue to click next through the set-up stages to review (and edit if required) each aspect of the survey.
Click Confirm to finish.

Duplicate surveys

Tip: Even if you want to create a survey that is not identical to previous surveys, the Duplicate Survey function can be used. The survey can be modified when reviewing each section in the set-up stages.

Updated on: 04/03/2025

Was this article helpful?

Thank you!