Transferring

Copying Tasks Between Projects

You can copy Tasks and their related assets from one Aphex Project into another Aphex Project.

If the copied Project Asset already exists within the destination Project, copied Tasks will be assigned to the existing Asset. Assets will be matched by Name. If the copied Project Asset doesn’t exist in the destination Project, it will be created and assigned to the relevant Tasks (permission dependant).

Properties transferred with Tasks can be customised each time a new batch of Tasks are copied.

Optional Task Properties

You can control if the following Task Properties will copied alongside your Tasks. If a property is not copied, the task will be allocated to the relevant default:

Asset or Property	Default
Duration/Dates	Today, One Day
Shift	Day
Status	Planned
Calendar	Destination Project Default
Subcontractor	None
Labour	None
Material	None
Plant	None
Location	None
Work Area	None
*Folders	None
Package	None
Blockers	None
Tags	None

Compulsory Task Properties

In addition to the optional properties, all copied Tasks will be created with the following properties:

Asset or Property	Rule
Task Name	Name of the Task
Owner	All Copied Tasks will always be Owned by the User initiating the transfer
Parent	Parent tasks will be copied with all of their subtasks
External ID	External IDs from the source Project will always be added to the copied tasks in the destination Project
Aphex Activity ID	A new Activity ID will be randomly generated in the destination Project NOT match the source Project
Milestone	Milestone Tasks are always copied across as Milestones
Notes	Notes on Tasks, Subtasks and Parents are copied across. Packages Notes will NOT be copied
Internal Relationship Links	Internal links (links between selected tasks only) will be copied across. External links (links between selected tasks and non-selected tasks) will be ignored

Discarded Properties

The following properties will always be discarded from the new, copied version of a Task:

Asset or Property	Rule
Assignees	Assignees will be blank
Activity Log	Activity Log will not contain any history form the original Task
Comments	Comments will be blank
Documents	Documents will be blank
Progress Updates	No progress updates recorded on the original Task will be copied to the new task
Milestone Publish Version History	No Published Version History recorded on the original Milestone will be copied to the new Milestone

Copying Tasks with Folders

If you choose to copy the Folder alongside a Task, the following rules apply:

• Only the Folder paths associated with the chosen tasks will be copied

• If a Folder has a Protected State, it will get copied with the State.

• If the copied Folder matches an existing Folder on the destination Project, it will be overridden.

• Depending on the destination Project's Permissions, Folders may not be created.

Copying Tasks with Blockers

If you choose to copy the Blocker alongside a Task, the following rules apply:

• If the Blocker asset is new, the due date rules will be copied over

• If the Blocker asset exists in the target project, the due date rule from the source project will be overridden on the asset

• All due dates already set on Tasks will not be impacted

• Depending on the destination Project's permissions, Blockers may not be created

Copying Tasks with Milestones

When copying a Milestone, the following rules apply:

• Any Target Dates will be copied over to the new Milestones

• No Published Version History recorded on the original Milestone will be copied to the new Milestone