Move or Copy Work

Work items can be moved around the Work Tree at any time. There are two ways to change a work item's location in the Work Tree:

• Moving a work item

• Copying a work item

Tip: You can also move multiple work items in the Work Tree at once by reordering the Work Tree.

Moving a Work Item in the Work Tree

From the Summary page, PowerSteering users can choose a new location for a work item (and all of its descendant work) in the Work Tree by editing the "Parent" field.

Note: PowerSteering users will require the "Move" Project Task permission to edit the "Parent" field of a Work Item.

To move a work item in the Work Tree:

1. Navigate to the Summary page of the work item.

   Tip: Clicking on the Project icon from the Navigation menu will bring you directly to the last work item you viewed:
   

2. Click on the Pencil icon while hovering over the "Parent" field:

   

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3. Select a new location for the work item using the "Location in Work Tree" window:

   

4. Click the OK button.

After clicking OK, the work item and its descendant work will be moved to the new location in the Work Tree.

Copying a Work Item

PowerSteering users can replicate already existing work items and publish them somewhere else in the Work Tree. When this occurs, team members, Tags, Custom Fields, descendant work, and documents will be copied over to the new work item. Status reports, Issues, Risks, Action Items, Metrics, Cost, and History will not be copied.

Note: Ownership of the work item is initially assigned to the PowerSteering user who performs the Copy. Permissions are initially copied from the original. If permissions are inherited and the new work item has a different parent than the original, access to the work item might change accordingly.

Note: PowerSteering users will require the "Copy" Project Task permission to use the Copy feature.

To copy a work item:

1. Navigate to the Summary page of the work item.

   Tip: Clicking on the Project icon from the Navigation menu will bring you directly to the last work item you viewed:
   

2. Select Copy from the "More" section of the "Project" menu:

   

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3. Click the Copy button on the appearing window to access the Work Creation Page:

   

4. Fill in the details for the newly-created work item.

   Note: Certain fields will already be populated based on information from the original work item.

5. (Optional) Click the Continue button to provide additional details.

   Note: Certain fields will already be populated based on information from the original work item.

6. Click the Finish & Create! button.

After clicking Finish & Create!, your newly-created work item will be published to the Work Tree location specified by the "Location" field (Step 4).