Copy project should not copy project task
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‎03-06-2025 02:25 AM
I have a requirement like when i copy the project i don't want the project tasks also copied along with project. can anyone help me with this.

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‎03-07-2025 02:10 AM
Hi,
I would recommend creating a new UI Action called "Copy Project Only" where you copy just the pm_project record. Is that the only record you wish to duplicate? Or do you require other related data copied over?
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‎03-07-2025 04:27 AM
I've created a new UI action, but I'm facing an issue where the values in the fields are not reflecting in the cloned project. Additionally, it's not copying the related list records either.

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‎03-07-2025 05:40 AM
Unfortunately the API SNC.PlannedTaskAPI is not accessible to us in order to determine whether you can selectively copy records.
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‎03-10-2025 06:37 PM
Is there any other way where we can copy the whole project and create a clone ?