Copying projects and requests

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

  1. Go to the Summary tab of the project or request you want to copy.
  2. Click Copy (Two pages image).

    The Copy to dialog box opens.

  3. 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.
  4. 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.
  5. Click OK.

    The Summary tab opens for the new project or request. The name defaults to Copy of original project name.

  6. 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.