Creating a project by copying

wsman sysman sysadmin

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

You must be logged in as a system administrator or system manager when you want to copy a workspace at the top hierarchy level. You can copy sub-workspaces or subprojects for workspaces for which you have workspace administrator rights.

• To copy a project, go to Administration > Workspaces, select a workspace in the tree, and click Copy in the action menu.

• Give the new workspace a new name.

• Optionally, select a parent workspace under which the newly copied workspace is created. As an alternative, also optional, select the Copy as sibling workspace checkbox. In this case the newly copied workspace will have the same parent workspace as the original workspace. The copied workspace then sits alongside the original workspace in the hierarchy.

• Optionally, you can copy all open items (based on the type flag of the item statuses, see Managing item statuses) into the new workspace. 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 as well.

• 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 into a new workspace. If needed, you can now display and select all new items and then use the “bulk editing” action to move the earliest start date to a new date (option “earliest date on”). You can also adjust the end dates accordingly.