How to move a tracked item from one project to another

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jusodi
Posts: 5
Joined: Thu Dec 01, 2022 3:10 pm

How to move a tracked item from one project to another

Post by jusodi » Mon Jan 06, 2025 11:20 am

There is an old post about this "Moving Items from one tracking project to another" but the answer to use the modify button does not work. Is there a current (V10) way of moving an item to a different project?

Tonya
Posts: 927
Joined: Thu Jan 20, 2005 1:47 pm
Location: SourceGear

Re: How to move a tracked item from one project to another

Post by Tonya » Tue Jan 07, 2025 8:17 am

Hello,

I can confirm that modifying a tracked item and changing the project is still the correct way to proceed. What happens when you attempt to do this that makes it not work? Does it allow you to change the project and it doesn't save the change? Please provide us with additional details.

Thanks,

Tonya

jusodi
Posts: 5
Joined: Thu Dec 01, 2022 3:10 pm

Re: How to move a tracked item from one project to another

Post by jusodi » Fri Jan 10, 2025 11:47 am

When the modify button is pressed there is no obvious way to change the project. The dropdown at the top just changes the project view not the associated project. I've attached an image of my view. If I adjust the project where it says "Modify Item -Project:" this simply exits modifying that item and takes me to the new project item list. Thanks.

https://www.dropbox.com/scl/fi/bz8x5j8b ... j2k2s&dl=0

Tonya
Posts: 927
Joined: Thu Jan 20, 2005 1:47 pm
Location: SourceGear

Re: How to move a tracked item from one project to another

Post by Tonya » Fri Jan 10, 2025 12:56 pm

Hello again,

When modifying the work item, you should have a project field that you can change. It appears that there isn't one in the dialog you have provided us with. Did you by any chance customize your work item fields not to have one? Could it be a permission issue? Is the screen shot you provides us with the entire screenshot?

Tonya

jusodi
Posts: 5
Joined: Thu Dec 01, 2022 3:10 pm

Re: How to move a tracked item from one project to another

Post by jusodi » Wed Jan 29, 2025 5:57 pm

Hi Tonya,

In answer to your questions. There has been customisation of work fields but only additions to Custom Fields. The System Fields all seem intact including "Project" which is not public and checked as Required. I have full admin permissions so don't think that's the problem. I've created another (larger) screenshot which may/may not help answer this question.

https://www.dropbox.com/scl/fi/xawwwneg ... a52ou&dl=0

jusodi
Posts: 5
Joined: Thu Dec 01, 2022 3:10 pm

Re: How to move a tracked item from one project to another

Post by jusodi » Wed Jan 29, 2025 6:04 pm

I think I can answer my own question here. As Tonya mentioned, the Project field did not exist when viewing an Item. This is because it had been removed in the "Design Item Tracking Form", "Main" tab. However, the "Public" tab had the field included. This was something that had been configured before my time.
By adding the Project field to the "Main" tab, all Items now have the additional Project field when viewed.

Thanks for your help Tonya!

Tonya
Posts: 927
Joined: Thu Jan 20, 2005 1:47 pm
Location: SourceGear

Re: How to move a tracked item from one project to another

Post by Tonya » Thu Jan 30, 2025 7:30 am

Thank you for the update and glad to hear the problem has been resolved.

Tonya

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