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Copying settings and Items from another project

If you have a number of Projects in a Programme to which you wish to apply the same configuration so that they can all be managed using the same procedures and standards you can copy the Settings from one Project to another.  If you have a standard set of Items you wish to use for all the Projects these can be copied as well. 

  

Follow the instructions for changing the Settings from Portal to Project level and select the Copy settings from another Project option instead.  This will display a dialogue which allows you to select the Project from which to copy. 


Copy Settings from Project  x  OPIease note that this operation can be done only once and it's not reversible. Be sure  you choose the correct item types and their items after selecting the source project. If  an item type does not have items, then you can only copy the settings.  Project  Cancel  Copy

All the Projects available to copy will be included in the drop down and once a Project is selected another dialogue will appear allowing you to decide which Item Types and Items you wish to copy. 


Copy Settings from Project  x  OPIease note that this operation can be done only once and it's not reversible. Be sure  you choose the correct item types and their items after selecting the source project. If  an item type does not have items, then you can only copy the settings.  Project  Company B Migration  e Issue  e Risk  e Activity  e Task  o  Milestone  o  Release  e  Include items  e  Include items  O Include items  O Include items  Cancel  Copy


Once completed the Settings will look like this. 


Manage project  Settings managed at Project level  Item Manager  Item Types  Settings  Planning  Name  Plan  Issue  Areas  Risk  Activity  Task  Completed: 4 items  Item Priority Types  Name  Medium  Low  Critical  High  Information  Sort  2  3  4  Sort  3  4  2  5  In Use  Yes  Yes  Yes  Yes  In Use  Yes  Yes  Yes  Yes  Yes  Item Status Types  Name  New  Active  Resolved  Closed  Rejected  Completed: 5 items  Item Technical Priority Types  Name  High  Low  Critical  Medium •e.  Completed: 4 items  Sort  2  3  4  5  Sort  2  4  3  In Use  Yes  Yes  Yes  Yes  Yes  In Use  Yes  Yes  Yes  Yes

And the Items will be in the Item list. 

Project  Authorization  Business Objects  Translation  State  Statistic  Parameters  Test  Events  Translation  Instances  Issues lite  Items  Timelines  No  000001  000002  Completed  All items  Title  Issue with Customer Addresses  Risk of mailing being misdelivered if addresses are poor  quality  : 2 items  Type  Issue  Risk  Status  New  Priority  High  Medium  Assigned To  Lars Kjaersgaard  Owner  Sune  Sune  Date From  Date To


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