How to export project? (with the tasks included)

[mitzaka]

Hi SNC,

Is there a valid option to export a project with the tasks and relationships, so that you can import it later on.

Only option I see is export to XML, but it only exports the base info about the top project task.

[Anurag Tripathi]

We have created custom "copy projects"   feature on my instance, we were facing a similar issue as you are.

[mitzaka]

Anurag Tripathi - do you mind sharing some insights to what you did to solve it? I would totally understand if not

And I wonder does your feature copy projects from one instance to another?

[Anurag Tripathi]

We have implemented project management based on templates, so while creating   project you choose a template and then fill in the extra project specific details. Templates define the task structure and task's behavior too. Now our custom copy also does the same, just reads the current project's template and based on this created a new projects and tasks . and the extra information that user inputs, we pick that also.

So far its not capable to go from one instance to another, actually i never thought of it as we use just one live instance.

If you need to develop a feature to go from instance to instance, then you will have to create the export and import utility on both the instances. Just thinking loudly.

[mitzaka]

This is exactly what I have in mind, I will probably try to build something similar as creation of projects from templates is something we definitely want to see in the tool.

[mohankonyala]

Btw, can you tell us what the issue you are facing with Export to XML? It should be exporting all the tasks and the relationships. Thats how it is intended to be. Sorry it completely skipped my mind. I did try to export to xml and import from xml and it does recreate the project structure inclding the relationships.