Transferring
Last updated
Last updated
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.
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 |
---|---|
In addition to the optional properties, all copied Tasks will be created with the following properties:
The following properties will always be discarded from the new, copied version of a Task:
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.
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
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
Asset or Property | Rule |
---|---|
Asset or Property | Rule |
---|---|
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
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
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