Feature #1125

Template projects - Or copy as new feature

Added by Anders Tillebeck over 9 years ago. Updated almost 6 years ago.

Status:ClosedStart date:2008-04-28
Priority:NormalDue date:
Assignee:-% Done:

100%

Category:Projects
Target version:0.9.0
Resolution:Fixed

Description

In my compnay we offen have the exact same projects again and again and again...

It would be nice to have a "template project" with tasks assigned including all time estimates etc. When getting a new customer I can then look at the templates and pick the one that suit the new customer best and "kick-start" the new project that way.

I will rate it as a low priority but very nice-to-have feature.

BR. Anders


Related issues

Related to Redmine - Feature #886: Copy A Project Closed 2008-03-18
Related to Redmine - Feature #309: Copy project template. Closed
Related to Redmine - Feature #1556: Copy users to new projects Closed 2008-07-01
Related to Redmine - Defect #3386: When a project is copied the sub-project setting is ignored Closed 2009-05-18
Related to Redmine - Feature #3367: Copy versions/custom fields/wiki when copying a project Closed 2009-05-15
Duplicated by Redmine - Feature #531: Project templates Closed

Associated revisions

Revision 2704
Added by Eric Davis over 8 years ago

Added the ability to copy a project in the Project Administration panel.

  • Added Copy project button.
  • Added Project#copy_from to duplicate a project to be modified and saved by the user
  • Added a ProjectsController#copy based off the add method
    • Used Project#copy_from to create a duplicate project in memory
  • Implemented Project#copy to copy data for a project from another and save it.
    • Members
    • Project level queries
    • Project custom fields
  • Added a plugin hook for Project#copy.

    #1125 #1556 #886 #309

History

#1 Updated by Anders Tillebeck over 9 years ago

Update...

A collegue of mine just suggested that the template system could be something like a project with all thinkable project tasks. Then the administrator can place checkmarks in front of each task prior to create the new project. When creating the new project each of the marked tasks will be created for this new project. There will still be quite a bit of editing of tasks, deadlines etc. afterwards but it would be a great help to remember all small subtasks from the latest projects.

#2 Updated by Tommy Jensen over 9 years ago

+1 on This one :)

#3 Updated by Antti Perkiömäki over 9 years ago

Thumbs up for this one :) we have similar issue.

#4 Updated by Caroline Lloyd over 9 years ago

Yes same here - this would be a big timesaver!

#5 Updated by Yuki Shida over 9 years ago

I also want this function!

#6 Updated by Nils Kluge over 9 years ago

That's a good one, we need that, too!

Another good feature would be a mantis like copy of project members, categories etc.
Or a function to take over the settings of another project ...

#7 Updated by Pim Snel about 9 years ago

This would be very very usefull. If project templates would exist, redmine could be used to model and organize company processes.

#8 Updated by Pim Snel about 9 years ago

Ticket # #531 askes the same.

#9 Updated by Alexandre Garino over 8 years ago

+1.

Cloning a project to create a new one should not be cumbersome to implement for a ruby guru ;o)

#10 Updated by Eric Davis over 8 years ago

  • Status changed from New to 7
  • Assignee set to Eric Davis

Alexandre Garino wrote:

Cloning a project to create a new one should not be cumbersome to implement for a ruby guru ;o)

You're right, it wasn't too difficult ;). I'm finishing up something like this right now that will copy an existing project to a new project keeping:

  • Project Settings (Except name and identifier)
  • Custom Fields
  • Members
  • Issues
    • Assignments
    • Time estimates
    • Priorities
    • Statues

It also includes a plugin hook to let plugins add their own information to the copy method (e.g. Deliverable items in the Budget plugin)

#11 Updated by Alexandre Garino over 8 years ago

Such task is time consuming when done manually. Thank your Eric!

#12 Updated by Henrique Mattos over 8 years ago

Eric, if I can help somehow, I can do my best effort.

Don't even need to say how helpful it will be!
thanks!

#13 Updated by Stewart MacArthur over 8 years ago

This would be a great feature as it is about the only thing holding us back from switching from dotProject.

#14 Updated by John Moore over 8 years ago

Wow - Would love to see this happen. We have three types of projects that we do over and over that all have the same basic steps. - thanks!

#15 Updated by Mykhaylo Sorochan over 8 years ago

Eric Davis wrote:

I'm finishing up something like this right now that will copy an existing project to a new project keeping:

What's the progress? And when it is planned to have a release?

#16 Updated by Rob Edwards over 8 years ago

Really good feature request, something I'd definitely use. I can put in some time if it will help.

#17 Updated by Eric Davis over 8 years ago

  • Status changed from 7 to Resolved
  • Priority changed from Low to Normal
  • Target version set to 0.9.0
  • % Done changed from 0 to 100
  • Resolution set to Fixed

I've added the ability to copy a project in the Project Administration panel. r2704

#18 Updated by Dinis Quelhas over 8 years ago

Hi,

pardon my ignorance, but how do I install this?
I went to the repository, copied the new file and the modified files, copied it to the correspondent folders, did the rake db:migrate_plugins RAILS_ENV=production and my Redmine stopped working.

So, I've installed everything back, but this time I have not dared to install this without some expert help :)

Tips anyone?

I could really use this plugin.

Thank you,

Dinis

#19 Updated by Eric Davis over 8 years ago

  • Status changed from Resolved to Closed

Dinis Quelhas wrote:

pardon my ignorance, but how do I install this?
I went to the repository, copied the new file and the modified files, copied it to the correspondent folders, did the rake db:migrate_plugins RAILS_ENV=production and my Redmine stopped working.

You need to upgrade your Redmine to the development version (trunk) at or past r2704. It is part of the core and is not a plugin that can be setup separately.

Side note: This issue should have been Closed instead of Resolved. Fixing that now.

#20 Updated by Luis Serrano Aranda over 6 years ago

It is possible to copy also the subprojects of a project (my project's template have projects, sub projects, versions and empty tasks)

#21 Updated by Ben E over 6 years ago

  • Assignee deleted (Eric Davis)

For all those interested - there is a small plugin referred to me written my Brandon Valentine that allows you to copy settings from a default template on new project creation: redmine_copy_on_new =>https://github.com/brandonvalentine/redmine_copy_on_new/tree/project-observer

Note, clone the project-observer branch, not the master. The master doesn't have the model & complete init.rb hooks

It allows you to copy wiki versions issue_categories issues members queries & boards from one project to a new. Configured via settings tab.

#22 Updated by Guruprasad L almost 6 years ago

Eric Davis wrote:

Alexandre Garino wrote:

Cloning a project to create a new one should not be cumbersome to implement for a ruby guru ;o)

You're right, it wasn't too difficult ;). I'm finishing up something like this right now that will copy an existing project to a new project keeping:

  • Project Settings (Except name and identifier)
  • Custom Fields
  • Members
  • Issues
    • Assignments
    • Time estimates
    • Priorities
    • Statues

It also includes a plugin hook to let plugins add their own information to the copy method (e.g. Deliverable items in the Budget plugin)

Is it possible to include cloning repositories? That'd give github/bitbucket like functionality in redmine and it'd be awesome!

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