Which data can I use again when creating a project?

Lola Ricca -

When creating a new project, you can use some data from another project.

 

  • The categories
  • The rooms
  • The statuses
  • The participants
  • The folder structure

What cannot be copied :

  • The access rights and the link with the participants
  • The documents
  • The points
  • The lists

To import some data from an already existing project:

  1. Create a new project by clicking on the bottom right corner on the Capture_d__cran_2017-07-16___22.27.32.png and fill in the general information of the project before clicking on Save  Capture_d__cran_2017-07-20___14.51.43.png .

  2. Browse through the other tabs

Capture_d__cran_2017-07-16___22.41.31.png
 

A. Categories

Click on Import Screen_Shot_2017-06-27_at_11.30.46.png

A menu will then pop up, in which you can choose to import data from Excel or from another project.

 

11-07-2017_10-17-53.png

When you are importing from another project, you should first choose from which project you want to import and then which categories, subcategories, subjects and descriptions you want to import. For this you will need to check the corresponding boxes.

 

Screen_Shot_2017-06-27_at_11.51.58.png

Click on Import and then on Save to add the categories and subcategories to the "new" project.

B.Rooms

Click on Import Screen_Shot_2017-06-27_at_11.30.46.png

A window will then pop up in which you can choose to import from Excel or from another project.

 

11-07-2017_10-17-53.png

 

When you choose to import from another project, you should check the project and rooms you want.

Screen_Shot_2017-06-27_at_14.49.05.png

Click on Import en then on Save to Add rooms to your project

 

 

C. Statuses

Click on Import Screen_Shot_2017-06-27_at_11.30.46.png

Choose the project that contains the statuses you want to use in the new project and click on Import.

You cannot select any status by choice. All the statuses will be imported from the selected project.

 

Screen_Shot_2017-06-27_at_14.59.46.png

 

Click on Import and then on Save to add the statuses to your project.

 

 

 

D. Participants

 

To import participants from a project, you should enter the project and go to the Participants section Screen_Shot_2017-06-27_at_15.13.38.png

 

Afterwards you should should click on the + to import participants.

Select which participants you want to import and click on Import.

 

E. Folder structure

 

To import the folder structure from another project, you should enter the project and go to the Documents section  Capture_d__cran_2017-08-07___17.28.51.png

 

Click on the icon above the folders list  Capture_d__cran_2017-08-07___17.27.05.png  and select Import structure 


Capture_d__cran_2017-08-07___17.27.13.png

 

Then, select the project from which you want to import the folder structure and click on Import


Capture_d__cran_2017-08-07___17.26.15.png

Note: all folders and subfolders of the source project will be imported

 

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