Copy Project - we want that even custom field values are copied which is not happening currently
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‎07-31-2025 04:59 AM
Hello SPM experts,
We are using Xanadu. Our users use the Copy Project action from classic list interface for pm_project but find that it copies only the standard fields and not the custom fields.
What can be done to also have the custom field values copy over ?
Best Regards,
Ashwini Pingle
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Project Portfolio Management
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‎07-31-2025 05:12 AM
Reference the doc link here to explain the 'List of attributes' property that controls what is taken.
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‎08-06-2025 06:44 AM
Hello @TroySasso , Thanks a lot for your response. How can the related list data get copied? It would help if we can control the copy feature based on condition. e.g. if project belongs to Portfolio A, then copy 5 fields and if belongs to Portfolio B, copy 10 fields.
Best Regards,
Ashwini Pingle
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‎08-18-2025 10:05 AM
@ashwinipingle I'm pretty sure only the Tasks would be copied for a normal project copy. Copying attributes and relationships based on Portfolio could get a bit dicey in situations where data changes
