To create a project or request that is similar to an existing one, you can copy that
existing project or request. You can make the copy when the project or request is in any
state, including before or after you submit a request. You can then edit the copied project
or request as needed.
About this task
To copy a project, you must have the appropriate security permission.
Procedure
-
Go to the Summary tab of the project or request you want
to copy.
-
Click Copy ().
The Copy to dialog box opens.
-
Select either the copied project or the project template as the source of the
metrics to use in the new project. The metrics in the project instance you are
copying might be customized from the template.
-
If the project you copy is linked to a parent program or project, choose
whether the same relationship link applies to the new project:
- Select Copy parent program link to copy the
parent program link.
- Select Copy parent project link to copy the
parent project link.
- Click OK.
The Summary tab opens for the new project or request. The name defaults to Copy of original project name.
-
Modify any information that you want to change in the copy, including the
default name, and click Save Changes.
Results
The new project or request appears in your All Projects and Requests view
and your My Projects or My Requests
view. New projects have Not Started status. New requests have
Draft status.