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I want to create a new project based 90% on an existing project. Not clear what template to use.

Bill Brown
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February 21, 2018

I have a set of projects today which differ in only a few respects:

  • Project name
  • Custom fields have different values
  • Workflows are same
  • Issue Types are the same

Using a "Shared Configuration" sounds scary because I am warned that nothing can differ (e.g., custom field values) without changing the other project. I don't want any scrum or other "trapped" configuration. I just want to be able to "copy" another project and then I can go and tweak as necessary. 

Am I asking too much?

1 answer

3 votes
Bhushan Nagaraj
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 21, 2018

Hey Bill,

"Shared configuration" is not all that scary :)

It basically means, your new project will have the same

Issue Type Scheme (issue types available for creation)

Workflow Scheme (workflows associated with the issue types)

Screen Scheme (screens displayed when creating/editing/viewing issues)

Custom Field Scheme (custom fields available to the other projects)

Issue Type Security Scheme

Permission Scheme (permissions associated with the groups/project roles)

Notification Scheme (email notifications sent for the issue actions)

If you would like to customize any of the above configurations to your new project, you can create the project with a shared configuration, then associate the project to a different configuration of your choice.

This is particularly helpful in scenarios where your custom field values may vary. For example, select list options available for Project ABC may differ from the select list options for Project XYZ. In this case, you may want to create a new custom field context for the new project with the different values, create a new field configuration scheme, and associate the new project with it.

Hope that helps.

Regards

Bhushan

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