Copying Work Items

In some work environments many clients or projects have similar work item hierarchies.  For this case a work item hierarchy may be copied from one item to another.

Click down on the work item to copy.  Hold the CTRL key and drag the work item to a new parent work item.  Any child work items will also be copied, including billing rate information. User specific information such as permissions and assignments will also be copied. Time, Expense and To Do entries will not be copied.

When copying work items, you have to keep work items in a descending hierarchy.  This means you may have to change the work item types before copying or allow Timeless Project Tracking to automatically change the work item type of the copied items.