Required Permissions
You can move an activity to another project provided you have enough permissions in your access level.
Check out the table below for permissions you need to have enabled in your access level to be able to move an activity from a project to another:
| Permission | Comments |
|---|---|
| Global permission 1. Access all projects 2. (Optional) Manage all portfolios (for portfolio projects) |
You need to have "Access all projects" global permission to be able to select a destination project which does not belong to a portfolio in which you have permission to view. See portfolio permissions below. Note: Permission "Manage all portfolios" is very powerful and is normally granted to select people with authority. It unlocks access to any portfolio projects which you cannot see if you're not part of them or not included in their portfolios with at least View permission. This option is quite rare. Normally, for portfolio projects, you will need to have been assigned to the portfolio with at least View permission to be able to access them. |
| Portfolios 1. View |
You must have "View" permission in a portfolio to access the destination project belonging to it if you are not a member of the project. |
| Projects 1. Edit 2. Manage members (View and manage) |
The Edit permission should be included in your acces level for the destination project of which you are not a member, and on the project from where the activity is moved. Refer to Permissions to learn more. |
| Activities 1. View all 2. Add 3. Edit All 4. Delete all 5. Manage assignees |
The permissions should be included in your access level for both projects you are not a member of, and on the project from where the activity is moved. |
| Time entries 1. View all 2. Add for someone else (Add own) 3. Delete all |
The permissions should be included in your access level for both projects you are not a member of, and on the project from where the activity is moved. |
| Members and assignees 1. View and manage (Manage members) |
The permissions should be included in your access level for both projects you are not a member of ("View and manage"), and on the project from where the activity is moved ("Manage members"). See also project permissions above. |
If you lack some of the permissions, you will not be able to do the moving.
Moving activity to project
To move an activity to a project:
- Hover on the activity you want to move to a different project, click Details to open its Activity details section.
- Place the mouse pointer over the project name in the section.
- Click the "Change" link.
- Click the leftward arrow next to the current project's name.
- Select the destination project from the list of available projects.
- Click "Set as top-level activity" if you want to move the activity to the top level of the destination project. Or, click the activity from the list that you want to be the parent task for the activity being moved in the destination project.
- The move will take effect immediately.
If the activity has dependencies, the following message will be displayed:
"This activity has dependencies that will NOT be moved to a new project and be DELETED from the original project."
"This activity has dependencies that will NOT be moved to a new project and be DELETED from the original project."
Activity moving actions
Actions available in moving an activity:
| Action | Comments |
|---|---|
| All sub-activities will be transferred to the new project | Unselecting the box will result in the message: Your choice means that all sub-activities will be DELETED from the original project. |
| Assignees for this activity and all sub-activities will be added to the new project | Unselecting the box will result in the message: Your choice means that all assignees will be DELETED from the original project. |
| Time entries will be transferred to the new project | Unselecting the box will result in the message: Your choice means that all time entries will be DELETED from the original project. |
| Messages will be transferred to the new project | Unselecting the box will result in the message: Your choice means that all messages will be DELETED from the original project. |
Unselecting the checkbox about assignees will also result in unselecting the one about time entries.
There may be fewer actions available for choosing, if inapplicable, such as when the activity has no sub-activities there will be no checkbox about sub-activities.
Points of note in moving activities
Unselecting the checkboxes above will result in permanent deletion of respective data from the original project.
The following is transferred to the destination project along with the activity being moved:
- Attached files.
- Billing settings.
- Custom fields.
All involved dependencies are deleted.