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trying to save customizations in a new project - where is it?

Barry Fish
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June 21, 2021

I've done field customizations to an existing project that I wish to keep (clone?) with a new project.  Web says that "Check the box "Share settings with an existing project" is possible.  I see no such box.

 

2 answers

0 votes
Trudy Claspill
Community Champion
June 21, 2021

Hello @Barry Fish 

Is this for a Team Managed project or a Company Managed project? Project settings can be shared only between Company Managed projects.

Have you already created the new project, or do you still need to create it?

If you have not yet created it, then as @Mikael Sandberg said, there is a step in the project creation process for a Company Managed project where you will find that checkbox. Once checked you can then select the project that is using the customized configurations you want to share.

If the new project already exists, then you will have to go to that project and go to Project Settings and work through changing the selected Schemes to the ones in which your customizations are saved.

0 votes
Mikael Sandberg
Community Champion
June 21, 2021

The checkbox should appear once you selected the template and company-managed project. It is on the screen where you name the project and set the project key.

Screen Shot 2021-06-21 at 3.22.35 PM.png

If you select team-managed project you will not see this option.

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