Copy Project Dialog Box

Projects > Projects List > Copy Project

Use this dialog box to copy an existing project to a new project.

Note: Check the check boxes of any additional information types you want to have copied along with the new project. If you don’t select additional information types, an empty project with only group assignments, location assignments, and project settings is copied.
Item Description
New project name Specifies the name of the new project to which the existing project is copied to.
New project description Specifies the description of the new project to which the existing project is copied to.
Settings Check this check box to copy project settings, filters, attributes, custom requirement properties, change notification, and integration configuration setting information to the new project. Third-party integration configuration setting information is not copied.
Requirements tree (includes Requirements settings) Check this check box to copy the requirements tree with all information for each requirement, for example properties, attachments, and others. Third-party requirement information is not copied. When a project has been configured for an external requirements management system, you are asked if you want to transfer the RMS settings to the copy of the project.
Requirements history Check this check box to copy the historical information for each requirement. This option is only available when Requirements tree is checked.
Tests tree (includes Tests settings) Check this check box to copy the tests tree with all information for each test. When both Requirements tree and Tests tree are checked, in addition to the information listed above, the information related to the relationship between requirements and tests (assigned requirements and assigned tests) is also copied
Tests history Check this check box to copy the historical information for each test. This option is only available when Tests tree is checked.
Execution Plans tree (includes Tests tree) Check this check box to copy the execution tree with all information for each execution plan.
Last runs of tests Check this check box to copy the last run of each test. This option is only available when Execution Plans tree is checked. When Requirements tree, Execution Plans tree, and Last runs of tests are checked, all trees are copied in their entirety. The relationship between the trees is also established.
Reports Check this check box to copy all project-related reports to the new project.

For Issue Manager, the dialog box displays the following additional check boxes:

Copy Project — Issue Manager Dialog Item Description
Copy Issues Check this check box to copy all of the source project’s existing issues to the new project.
Copy Archived Issues Check this check box to copy all of the source project’s archived issues to the new project.

If you do not check either check box, issue data will not be copied to the new project.

Source project configurations are automatically copied to the new project. These include:

  • Products
  • GUI configuration
  • Notification rules and project-wide notifications
  • Routing rules
  • Workflow
  • User views on inboxes
  • Workgroups
  • Inboxes
  • User account configuration