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Duplicate record views

Last update: Thu Jul 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, an additional capability from ÃÛ¶¹ÊÓƵ Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

If you want to keep multiple versions of a view and make slight changes between the versions, you can duplicate a view in ÃÛ¶¹ÊÓƵ Workfront Planning.

Duplicating a view creates identical copies of an existing view.

The sharing permissions of the original view do not transfer to the duplicated view.

Duplicating views is identical for all types of views in Workfront Planning.

Access requirements

Expand to view access requirements.
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Products

  • ÃÛ¶¹ÊÓƵ Workfront

  • ÃÛ¶¹ÊÓƵ Workfront Planning
ÃÛ¶¹ÊÓƵ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
ÃÛ¶¹ÊÓƵ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
ÃÛ¶¹ÊÓƵ Workfront platform

Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access Workfront Planning.

For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront.
ÃÛ¶¹ÊÓƵ Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning
Object permissions

Manage permissions to a view

View permissions to a view to temporarily change the view settings or to duplicate it.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Duplicate a record view

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the card of a workspace.

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.
    By default, all the records of the type selected display in the table view.

  5. Hover over the tab of the view you want to duplicate, and click the More menu More menu to the right of the view name, then click Duplicate.

    View more menu on a record view

    The view is duplicated and the new view’s name follows the following pattern: Original view's name (Copy). The new view tab displays at the end of all view tabs.

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