Projects- Steps on how to duplicate projects and considerations on the process.

Jose Leonardo-Munoz
Jose Leonardo-Munoz
  • Updated

Author: Jose Munoz

Date: 5/31/2024

Audience: Everyone

Environmental details: Cloud/Selfhost

 

Summary: 

In this article, you will find steps on how to duplicate projects and considerations of the process.

Solution:

You can duplicate a project to reuse its requirements, permission settings, tags, and attachments, or to start a new project from a template.

Note: You must have an organization or project admin permissions with the Add Project role to complete this task.

When you duplicate a project, its test plans, test cycles, and test runs are not copied to the target project.

  1. Select Admin > Project, then select the project you want to duplicate.

  2. Select Actions > Duplicate Project.

    duplicate_a_project.png
  3. Select the items you want to copy and whether to synchronize them.

    duplicate_project.png
    • Project Settings — Settings in the Admin > Project area. For example, visible item types, relationship rule, and Explorer Tree maximum count.

    • Project Permissions — Project-level permissions that were applied are carried over to the copied project.

    • Existing Relationships — Relationships between items in the project are copied to the new project.

    • Public Filters — Public filters created by users or project admins are copied to the new project.

    • Tags — Tags created by users are copied to the new project.

    • Releases — Release values in the Releases tab are copied to the new project, which also maintains the release values in the standard “Release” field on items.

    • Project Groups — Project-level groups are copied to the new project.

    • Workflow — Workflow customizations (notifications, lock settings, transition permissions) are copied to the new project.

    • URL Links and Attachments — Hyperlinks and attachments to items, using the links/attachments widget, are copied to the new project.

    • Synchronize Duplicated Project — All copied items receive a new project ID but maintain the same Global ID as the original project. This allows teams to compare differences between the source project and the copied project. Common use cases are for the parallel development of variant products or branches of a product release.

    • Create Relationships — All copied items include a trace relationship to the original item. You can set the direction and relationship type.

  4. Click Duplicate Project.

A message appears confirming the project was successfully duplicated.

 

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