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 can also select whether to include project actuals in the project 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).

Project Actuals

When you copy data from an existing project, you can choose to include or exclude actuals for the selected items. If you include actuals, all project actuals data from Resources & Roles, Risks, Schedule, and Tasks is copied into the template or new project. This includes parent and dependent items within each category.

For example, if you select Schedule and include actuals, then Activity Relationships and Resource Assignments are not available for selection because they are included with all Schedule actuals data.

Schedule

Subcategory	Included Data	Dependent Subcategories	Exclusions for Actuals
Activities	Activities, activity default settings, calendar assignments, code assignments, configured fields assignments, file assignments, notebook topics	Calendars (Project), WBS	All Activities fields will be copied when copying actuals except Activity Steps, Work Package Scope, Percent complete, and Percent Type Complete. Only Scope Type will be copied.
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	All Assignment fields will be copied except Timesheet fields.

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)

Risks

Subcategory	Included Data	Dependent Subcategories
Risks	Risks (threats, opportunities, weather, risk factor), 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

Tasks

Subcategory	Included Data	Dependent Subcategories	Exclusions for Actuals
Tasks	Tasks, calendar assigned to the project, owning company (all tasks will be reassigned to the project owning company), configured fields assignments, code assignments, and crew size estimates	None	When actuals are included, the status of all tasks will be copied except for committed tasks. The status of committed tasks will be changed to pending. Constraints and commitments will not be copied when actuals are included.
Task Hand-offs	Task hand-offs	Tasks

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