16.1.0 What Does Project Copy Include and Not Include

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

In the 16.1.0 release, the Modern introduces the feature to copy projects.

After providing the access right(Project - Copy), the user will have the ability to copy projects in the new user experience.

What does it copy?
What does it not copy?

Environment

Release :

Resolution

The following are copied:
- Links
- Financial Cost Plans and Benefit Plans
- Tasks including picklists
-Staff
-Assignments
-Risks, Issues, Change Requests
- Documents 
- Baselines
- To Dos 
- Checklists (Refer to article: Checklist Status After Converting Idea To Project)-
- Custom 2nd-level & 3rd-level Sub Object records (16.1.1)

The following are not copied:
- Starred 
- Conversations 
- Agreements
- Security rights from the original project to the new project 
- Audit Trail
- Action Items
- Budget Plans (KB 253101 Project - Copy: Budget Plans not copied )