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How to duplicate OKR in Perno Company

A step by step guide to duplicating OKR in Perno Company.

Perno Company lets you copy objectives and key results (OKRs) from one quarter to another. This allows you to keep working with an existing structure without recreating each element manually. Duplication preserves relationships, owners and targets, while progress starts again from the start values.

How to duplicate OKRs between quarters in Perno Company

1. Open OKRs

  1. Log in to the Perno dashboard.

  2. Open the Context menu in the top right corner.

  3. Select Perno Company.

  4. In the left-hand menu, click OKRs.

The Objectives and key results page will open, where you can view objectives and filter them by quarter and status.

 

2. Select the quarter to copy

  1. In the Quarter field, select the quarter containing the objectives you want to copy.

  2. Click Filter to apply the filter.

  3. Click Duplicate quarter in the top right corner of the page.

Quarters cover the following months:

Quarter

Period

Q1

January–March

Q2

April–June

Q3

July–September

Q4

October–December

3. Complete the duplication form

On the Duplicate OKR quarter page, check and complete three fields:

Field

What to do

Copy objectives from

Select the source quarter to copy objectives from.

Copy objectives to

Select the destination quarter for the copies.

Status of copied objectives

Choose the status to assign to the copied objectives.

The destination defaults to the quarter immediately after the source quarter. For example:

  • Q3 2026 → Q4 2026

  • Q4 2026 → Q1 2027

You can select a different destination quarter if needed.

It is best to start with Draft so you can review the copied objectives before activating them. After checking owners, targets and descriptions, you can change the relevant objectives to Active.

4. Confirm duplication

After checking the settings, click Duplicate OKRs.

Perno will copy the OKR structure and redirect you to the destination quarter. The copied objectives’ dates will be adjusted to cover the entire selected quarter.

To cancel, click Cancel. You will return to the OKR list with your previous quarter and status filters preserved. No objectives are copied until you submit the form.

5. What is copied?

Duplication includes:

  • top-level objectives;

  • key results;

  • cascaded objectives and their lower-level key results;

  • objective and key-result owners;

  • descriptions;

  • measurement units;

  • start and target values;

  • the complete structure of relationships between objectives and results.

If a key result was converted into a lower-level objective, Perno copies both the result and its associated objective, along with all elements below it. Relationships in the copied structure are preserved.

6. What happens to progress?

Existing progress is not carried into the new quarter.

For each copied key result:

Value

After duplication

Start

Remains unchanged.

Target

Remains unchanged.

Current

Is reset to the start value.

For example, if a result had a start value of 10, a target of 100 and a current value of 60, its copy will begin the new quarter with a current value of 10 and a target of 100.

This also applies to key results in cascaded structures.

7. Review OKRs in the destination quarter

After duplication, review the copied objectives and check:

  • titles and descriptions;

  • owners;

  • key-result targets;

  • measurement units;

  • dates;

  • statuses;

  • the structure of cascaded objectives.

To open an objective’s details, click its title in the list. If priorities for the new quarter have changed, adjust the relevant objectives and key results.

If the copies were created as Draft, select this in the Status filter and click Filter to display them. After reviewing them, change the selected objectives to Active.

Ready to put this knowledge into practice?

Create your Perno workspace and turn these instructions into a working process for your business.