Create Project by Copying

Since each item must be assigned to a workspace or project, you can only use the system if at least one such workspace has been created and you have a role with the appropriate rights in it. You can create a new project by copying an existing one.

You must be logged in as a system administrator or system manager if you want to copy a workspace on the highest hierarchy level. You can copy sub-workspaces or sub-projects for workspaces where you have workspace administrator rights.

• To copy a project, go to Perspective Administration > Workspaces, select a workspace in the tree on the left, and click “Copy” in the toolbar.

• Give the new workspace a new name.

• Optionally, select a parent workspace under which the newly copied workspace will be created. Alternatively, and also optionally, select the “Copy as sibling range” checkbox. In this case, the newly copied workspace will have the same parent as the original workspace, and the copied workspace will thus be hierarchically adjacent to the original workspace.

• Optionally, you can copy all open items (based on the type flag of the item states, see Manage Item States), into the new workspace as well. In doing so, you can have a link automatically created between the original item and the copied item.

• Choose whether you want to copy attachments and all links between the copied items.

• Choose whether you want to copy role assignments and workspace-specific cockpit configurations as well.

• Click the “Copy” button.

Your project or workspace has been copied to a new workspace. If required, you can now view all new projects in the Task Management perspective. Select all new items and then use the “Quantity processing” action to move the earliest start date to a new date (option “Earliest date on”). In doing so, you can also update the finish dates accordingly.