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Changing settings from a Portal to a Project level

When a Project is set up it inherits it's Item Manager settings from the Portal such that any change that is made in the Portal settings will be reflected in the Project.  If, as an Administrator, you wish to have different settings for a single Project then it is possible to copy the Portal settings to the Project such that changes can be made at that level without affecting any of the other Projects.  Select the Settings icon in the left hand pane.



 and then select Projects in the Menu list 


Portal  Projects  Users  Languages  Item Manager  Settings  Planning  Templates  Dimensions  Current  Name  Deleted  Based on Template, 1. cut  Company A Migration  Company B Migration  Company C Migration  Company E Migration  Company F Migration  Company G Migration  Company H Migration  Company I Migration  Hopp Demo - Bank Project  Husquarna  State  Active  Active  Active  Active  Active  Active  Active  Active  Active  Active  Draft  Language  English  English  English  English  English  English  English  English  English  English  Dansk  Created  7/15/2021 PM  3/23/2022 PM  6/20/2022 PM  6/29/2022 AM  7/14/2022 AM  7/14/2022 PM  7/21/2022 AM  7/25/2022 AM  7/25/2022 AM  11/24/2021 AM  4/6/2021 PM  By  Administrator DisplayName  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  Sune  Administrator DisplayName  Modified  7/15/2021 PM  3/25/2022 AM  11/24/2021 PM  By  Administrator DisplayNarr  John Smith  O Sune

Select the Project you wish to update and then select Settings from the Menu 

Manage project  Item Manager  Settings  Planning  Plan  Areas  OThese settings are inherited from Portal level. If you need changes you may first choose to manage them at Project level.  Manage at Project level  Copy settings from another project  or  Item Types  Name  Issue  Risk  Activity  Task  Milestone  Release  Completed: 6 items  Item Priority Types  Name  Critical  High  Medium  Sort  2  3  4  5  6  Sort  2  3  In Use  Yes  Yes  Yes  Yes  Yes  Yes  In Use  Yes  Yes  Yes  Item Status Types  Name  New  Active  Resolved  Closed  Rejected  Completed: 5 items  Item Technical Priority Types  Name  Critical  High  Medium  Sort  2  3  4  5  Sort  2  3  In Use  Yes  Yes  Yes  Yes  Yes  In Use  Yes  Yes  Yes


You can now select the Manage at Project level option and the Portal settings will be copied to your Project. 

  

Once done you can configure the Settings as you wish for this particular Project. 

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