Move a Project to a Different Workspace
Move a Project Overview Video
You can move a project to a different workspace on the Projects page.
Moving a project to a different workspace can affect shared data. Some inherited shared data may have to be promoted to the designated workspace before you can move the project. Some shared data cannot be moved, which means the project cannot be moved. See Considerations When Moving a Project to a Different Workspace for more details.
To move a project:
- In the object selector, select ﱆ Project, and then select View Projects List.
- In the Projects list, locate the project being moved. Select the Context menu, and select Move Project.
- In the Move Project wizard, complete the following:
- Select a destination workspace and update the Project ID field if there is a project with the same ID in the destination workspace. Select Next.
- In the Data Actions step, select one of the following options to define how data is handled.
- Copy workspace data: All workspace data items that are not available in the destination workspace will be copied and pasted to the destination. Copied items with the same ID as an existing item will be appended with the next available ID number. Assignments for each workspace data item will be reassigned to the copied workspace data item.
- Move workspace data: Workspace data items that are not available in the destination workspace will be promoted or assigned to a level available to the destination. Promoted items with the same ID as an existing item will be appended with the next available ID number. This option may change an item's owning workspace, making the item available to more workspaces.
Note: The selections in Data Actions determine how data that is assigned to the project, but not available in the destination, is handled.
- Select Move Project.
Tips
- When the project is successfully moved to a new workspace, or if the move project action fails, a Move Project Log is created. For more information on the details of the log review the Move Project Log.
Last Published Wednesday, October 16, 2024