Project Copy Dependencies

When copying a project from an existing project or template, all project data is copied by default, but you can also choose the data you want to copy. Certain data has dependent data, meaning that when you select to copy it, other options are selected as well. This topic lists the data options you can select and their dependent data.

When copying a project, you will select the data that you want to copy by moving the data sets to the Selected list on the What's Included step of the Add Project Wizard. Data on this step is organized by main category titles that have subcategories of data. You can move a main category title to the Selected list to move all of its subcategories over. If you move all of the subcategories in a main category to the Selected list, then the main category title will also be moved to the Selected list.

The title of each table in this topic is a main category title. The Subcategory columns are the subcategories in the main category. The Included Data columns include the application data that is included in each subcategory. The Dependent Subcategories column includes the subcategories that are automatically moved to the Selected list when you select the subcategory in the Subcategory column on that row. The Dependent Subcategories can't be removed from the Selected list unless you first remove the subcategory it is dependent on. The Included Data will also be copied for a dependent subcategory and the category it is dependent on.

For example, if you move Activities to the Selected list, then Calendars (Project) and WBS will also be moved to the Selected list and can't be removed unless you first remove Activities. All data for the Activities subcategory in the Included Data column (activities, activity default settings, calendar assignments, code assignments, configured field assignments, file assignments, and notebook topics) will be copied, and so will the data for project-level Calendars (all project-level calendars) and WBS (WBS, code assignments, configured field assignments, and notebook topics).

Note: There is certain data that will always be included in project copy and isn't dependent on your choices on the What's Included step. That data includes project files and their code assignments, project-level risk fields, project settings (located on the Settings page of the project Summary & Settings), codes, configured fields, and user and user groups associated with the source project and their permission sets (although you can update these options on the Permission Sets step of the Add Project wizard).

Schedule

Subcategory

Included Data

Dependent Subcategories

Activities

Activities, activity default settings, calendar assignments, code assignments, configured fields assignments, file assignments, notebook topics

Calendars (Project), WBS

Activity Relationships

Activity relationships

Activities, Calendars (Project), WBS

Resource Assignments

Resource assignments, calendar assignments, roles and resources assigned to activities, schedule settings, curves, configured field assignments

Activities, Calendars (Project), WBS

Notes:

Resources & Roles

Subcategory

Included Data

Dependent Subcategories

All Project Resources

Resources, resource and role associations, calendar assignments, code assignments

All Project Roles, Units of Measure, Calendars (Project)

All Project Roles

Roles, work rates, calendar assignments, code assignments

Unit of Measure, Calendars (Project)

Note: Resource and role associations are copied when All Project Resources and All Project Roles are both copied.

Risks

Subcategory

Included Data

Dependent Subcategories

Risks

Risks (threats, opportunities, weather), Monte Carlo Analysis settings, risk and activity associations, risk response actions, risk quantified impacts, contingencies, configured field assignments, code assignments, project-level risk fields generated as a result of running a risk analysis, file assignments

Activities, Matrix, Calendars (Project), WBS

Matrix

Matrix assigned to the project, Monte Carlo Analysis Settings, matrix and threshold data if a matrix is assigned to the project

None

Activity Uncertainty

Activity uncertainty, Monte Carlo Analysis Settings

Activities, Calendars (Project), WBS

Note: The Period Start and Period Finish year for weather risk data will be updated to match the new project's start date. For example, if your Period Start date for a weather risk is June 1st, 2015, and your new project's Start date is January 15th, 2020, then the Period Start date for the weather risk will be June 1st, 2020 when it is copied.

Tasks

Subcategory

Included Data

Dependent Subcategories

Tasks

Tasks, calendar assigned to the project, owning company (all tasks will be reassigned to the project owning company), configured fields assignments, code assignments

None

Task Hand-offs

Task hand-offs

Tasks

Note: If both Activities and Tasks are selected, then any Task Activity associations will be copied over.

Settings

Subcategory

Included Data

Dependent Subcategories

Autonumbering

Autonumbering

None

Structures

Subcategory

Included Data

Dependent Subcategories

Calendars (Project)

Project-level calendars

None

Codes (Project)

Project-level codes and code values

None

Units of Measure

Units of measure

None

WBS

WBS, code assignments, configured field assignments, notebook topics

None

Custom Logs

Subcategory

Included Data

Dependent Subcategories

The subcategories for custom logs will be any existing custom log types in the project being copied. If the project being copied contains no custom logs, then there will be no options for them in the Add Project wizard.

Custom log configuration settings, code assignments, configured field assignments

None

Note: Custom log items will not be included in copy.