You can move projects and work items by dragging them in
the WBS tree, by modifying the work item Parent link in the Details
view, or by using the Move work item option in the Details view. You
can move projects from one program to another, and work items within
and between projects.
Before you begin
- To move work items by dragging them in the WBS tree: Use the Overview or the
Schedule Gantt viewlet to perform this task. In the navigation bar,
click Work, and click the Overview or
the Schedule tab.
- To move work items by using the options in the Details view: Use the Details viewlet to perform
this task. In the navigation bar, click Work,
and click the Details tab.
If you have new unsaved elements in the WBS, you must
save the elements before you can move the element itself or make it
the target location for a move.
About this task
- You can move only projects that are directly under a program from
one program to another. When you move a project, all of its subprojects
and work items are also moved.
- If a work item or any of its child work items is already started
or complete, you cannot move it out of the project. You can move it
only within the project.
- If a work item or any of its child work items has resources assigned
to it with planned start and finish dates, and you move it out of
the project, the assignment is removed.
- You cannot move iterations between projects.
To move projects and work items:
Procedure
- Dragging projects and work items in the WBS tree:
- Ensure that you are in the Work view, and that the Overview
or Schedule tab is selected.
- In the WBS tree, select and drag the element along the
tree. When you begin dragging, an element box is displayed. A green
header on the element box indicates that you have dragged the element
to a location in the WBS tree that is permitted for the move. A red
header on the element box indicates that the location in the WBS tree
is not permitted for the move.
- Drop the element in the new location. The change is
saved automatically.
- Moving projects and work items by using the Links editor
in the Details view:
- Select the project or work item from the WBS tree, and
in the Details viewlet, click the Links tab.
- From the Add links list, select Parent.
Search for and select the new parent element. Click OK.
- In the Details viewlet, click Save.
- Moving projects and work items by using the Move option
in the Details view:
- Select the project or work item from the WBS tree, and
in the Details viewlet, click the Move or copy icon
. Note: You
cannot copy projects and work items using this option.
- Select the Project area and click OK.
- In the Details viewlet, click Save. The selected project or work item is moved directly under
the selected project area.
Results
- If you move work items between effort-based and duration-based
projects, the assignment type of the work item is changed to the assignment
type of the destination project.
- When you move a work item (including any child work items) to
a different project, the existing schedule of the moved work items
is retained. To recalculate the schedules of the moved work item based
on the project calendar of the destination project, you must modify
and save the work item schedule. When you modify and save the schedule
of a moved work item, the schedule dates and duration are calculated
using the hours per day and exceptions defined in the destination
project calendar.