Project Management - Copy an Entire Project

hazyitsm
Kilo Contributor

‎10-12-2012 10:01 AM

Is there a way to copy (or make a template of) an ENTIRE project. By entire, I mean tasks, User Resources related list, resource assignments, allocations ... everything.

When I try "Save All as Template" and then apply that to a new Project, it doesn't include any of the related list info like User Resources, Planned Tasks, resource assignments, etc.

When I try "Copy Project", the Planned Tasks are copied to the new Project, but no other related list info gets copied. No User Resources or resource assignments.

Any ideas? Thanks!

0 Helpfuls
  • 1,162 Views
3 REPLIES 3

tony_fugere
Mega Guru

‎10-24-2012 12:05 PM

You'll have to build a custom UI action for that.


0 Helpfuls

john_roberts
Mega Guru
In response to tony_fugere

‎10-24-2012 12:21 PM

Or you can modify the "copy_project" UI Page to query and copy the other related records you need. This is what's called from the Copy Project UI Action.


0 Helpfuls

JohnJasinski
Tera Expert

‎01-23-2015 06:26 AM

I had the same issue.  


My workaround was to export to MS Project then create a new file copy then import back.


This should be a wish list improvement for a future release.


0 Helpfuls