You can create a project copy from a master document. This copies an existing master document to a project folder, optionally locks the master document, and links the project copy to the master document.
This is similar to creating a new document as a derivative of an existing document. The copy can be further developed during the project and released as a new revision of the master document. For example, a master facility drawing may need to be modified as part of a facility upgrade or expansion. Yet, facility managers need access to the master drawing until the project is complete. You can do so by creating a project copy of the current master drawing.
You can also lock the master drawing against other revisions. The project copy may then be modified as necessary without affecting the master drawing.
To perform this task, you must be a member of a group that is assigned to the Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.
PowerWeb Procedures
Use these steps for PowerWeb.
To copy a document to an existing project:
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Choose one of the following options:
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From the ribbon:
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In any navigation view, select the master document you want to copy.
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In the Project ribbon, in the Assign group, click the down arrow next to Create Project Copy.
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Select one of the following options:
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Create Project Copy
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Create Project Copy and Lock
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Create Project Copy with References
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From the context menu:
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Right-click the master document you want to copy.
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Point to Project and then select one of the following options:
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Create Project Copy
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Create Project Copy and Lock
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Create Project Copy with References
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Create Project Copy for Information — creates a copy in the project folder you select. The copy is not shown on the Master and Project Copies page. In addition, you cannot:
- change the content natively, on renditions, or annotate it
- change the properties
- start a workflow
- release to master
- transfer to another project
- transfer to next waiting project copy
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The Select Project dialog box appears. You can filter the list of project folders
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Select the folder where you want to copy the document and click Next.
If the document type is configured to use waiting lists and there is already an active project copy, a dialog box opens indicating that a project copy cannot be created, but you can create a waiting project copy instead. This also applies if you selected several documents in a batch.
If concurrent engineering is not allowed for the document type, you can opt to create a read-only project copy for information purposes.
If the master document has references, the assembly copy page appears. It lists the master document and its reference documents of the TagObjectReference and manual reference types. Documents that will be copied are indicated with a green checkmark icon
(the default is none). Documents that will not be copied are indicated with a magenta equals sign icon 
(the default is all).By default, the project copy will reference the original reference documents and copies will not be made of them. Alternatively, you can copy the reference documents together with the master document and the master document will references the project copies of the reference documents (and copies of them made in the same project).
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To copy specific reference documents to the project folder and reference them, click the
icon to change it to . If you select any part of the assembly without first selecting the parent assembly, the parent will be selected automatically.
Note:- Some parts might not be selectable for copying due to the configuration of the reference type that links them to the parent assembly.
- Additional documents that are invisible in this dialog might also be copied, parts of sub-assemblies, for example.
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Click Start Copy to begin copying.
The Create project copy for <assembly> dialog box appears and shows the results of copying each file.
The master document is copied to the destination project in the Unchanged state.
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Click Close.
