Creating a Workspace by Copying#

wsman sysman sysadmin

Since every 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 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 at the highest hierarchy level. You can copy sub-workspaces or sub-projects for workspaces for which you have workspace administrator rights.

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

  • Give the new workspace a new name.

../_images/newProjectCopy.png

  • Optionally select a parent workspace under which the newly copied workspace will be created. Alternatively and also optionally, check the Copy as sibling workspace box. In this case, the newly copied workspace will have the same parent workspace as the original workspace and the copied workspace will therefore be hierarchically next to the original workspace.

  • Optionally, you can copy all open items (based on the type flag of the item statuses, see Manage Item Statuses), into the new workspace. You can automatically create a link 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.

../_images/copySpace1.png

  • Click on the Copy button.

Your project or workspace has been copied into a new workspace. You can now display all new items in the task management perspective if needed, select them and then move the earliest start date to a new date (option “earliest date on”) using the “Bulk Edit” action. You can also adjust the end dates accordingly.

  • Select the configuration entities you want to copy and click on the “Copy” button.

You have now created a new workspace based on the configuration settings of an existing workspace. The two workspaces are in no way related to each other.