Cross-project Copy/Move

Issues can be copied or moved between Projects.  In a multi-Project environment, this enables you to escalate Issues between Projects.  For example, you could have two Projects: Help Desk and Development.  If an Issue in the Help Desk Project must be passed to the Development team, the help desk agent can copy the Issue to the Development Project, assigning it to one or more developers.

Copy an Issue to Another Project

To copy an Issue between Projects:

1. On the FootPrints Homepage, click the number of the Issue to access the Details page of that Issue.
2. On the Details page, click Copy/Move.  A different toolbar is displayed.
3. On the secondary Copy/Move, select Cross-Project Copy.  A new page is displayed.
4. Choose a destination Project from the list.  The list contains all active Projects in FootPrints.
5. As an optional feature, to link the Issues, click in the box next to Create Dynamic Link between new and original Issues.
6. Click GO.  The Copy Issue to Another Project page is displayed.
7. Select the Agent to whom you wish to assign the Issue in the new Project.  You can also CC: yourself.
8. Click GO.  A new page is displayed.
9. Any Project fields in the current Project that do not match the fields in the destination Project are displayed.  To append the data from those fields to the description, click the Append radio button.  To ignore the data, choose Discard.  Field data in the original Issue is not affected.
10. Click GO to complete the cross-Project copy.

Issues that are linked across Projects via a manual copy or a cross-project escalation update the other when one is updated.  When the new Issue is updated, common fields in the originating Issue, like Description, Title, Priority, etc., are also updated.  The same changes are made to the new Issue when the originating Issue is updated.  The rules for this workflow are customizable by the Project Administrator in each Project under Issue Workflow.

Move an Issue to Another Project

1. On the FootPrints Homepage, click the number of the Issue to access the Details page of that Issue.
2. On the Details page, click Copy/Move.  To move the Issue to the destination Project and close the Issue in the current project, choose Move to Another Project.  A new page is displayed.
3. Choose a destination Project from the list.  The list contains all active Projects in FootPrints.
4. Click GO.  The Move Issue to Another Project page is displayed.
5. A list of Projects members for the destination Project is displayed.  Choose one or more assignees by highlighting the names and pressing the CTRL key, then click GO.  The users selected are assigned to the Issue in the new Project.  The assignees of the Issue in the originating project are not affected. You can also choose to be copied via email on changes to the new Issue.
6. Click GO.  A new page is displayed.
7. Any Project fields in the current Project that do not match the fields in the destination Project are displayed.  To append the data from those fields to the description, click the Append radio button.  To ignore the data, choose Discard.
8. Click GO.  The move is completed.

NOTE

CCs that have been set up for email notification are lost when an Issue is copied or move across projects.