How to create a project from an existing project

[Varsha Mungale]

I am using a company managed project. I would like to create a new project from this existing project so that the following things get copied into the new project 
- issue types

- automation rules

- workflows along with the validators 

In case this is not possible in a company managed project but is possible in a team managed project, i am open to it. 

Thanks

[Mara _bitvoodoo ag_ · Accepted solution]

Hi @Varsha Mungale 

This is possible. :) 

Please click on the button to create a new project, then proceed to for example "Software development" (or choose any other) and later select "company-managed".

After that, this screen will pop up: 

Here, you can check the box "Share settings with an existing project" and choose the old project you want to copy from.

Hope this helps!

Best wishes,
Mara

[Varsha Mungale]

I have done this and the automations did not get copied into the new project. 
I will try one more time

[Varsha Mungale]

So i have figured out what is required to get the automations into Project 2. 
On Project 1, you need to include Project 2 in the scope field. 
Then this method works. 
Thanks

[Varsha Mungale]

Is this available for team managed projects? 

[Mara _bitvoodoo ag_]

HI @Varsha Mungale 

No, unfortunately this is only possible for company-managed projects.

If my original answer with the screenshots helped you, it would be a great help for me if you can officially accept my answer. :)

Thank you and best wishes,
Mara

[Varsha Mungale]

Yes, it did help. I have accepted your answer. 

[Clara Belin-Brosseau_Elements · Accepted solution]

Hello @Varsha Mungale

Do you also wish to copy your issues to the new project?

[Varsha Mungale]

No, i do not want the actual issues to be copied. I want the type of issues to be copied over.