Copying a ticket to a project

SECURITY  These pages are governed by the Project security settings of the security level assigned to you.

NAVIGATION  Any ticket search results table > context menu > Copy Ticket to Project

NAVIGATION  Ticket page > Tools > Copy to Project

1. To open the page, use the path(s) in the Security and navigation section above. .

NOTE   To copy multiple tickets to the same project with one action, select the tickets to copy.
For tables with a right-click menu, right-click one ticket and select Copy Selected Ticket(s) to Project from the right-click menu on a ticket table. All selected tickets will be copied into the same project and phase.
For tables with a context menu column, click the down arrow in the header of the check box column and select Copy Selected Ticket(s) to Project from the menu.

2. On the Ticket page, from the Tools menu select Copy to Project. The Copy Ticket(s) to Project page opens.

3. Complete the fields on the Copy Ticket(s) to Project page.

Field	Description
Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.*	Begin to enter the name of the organization associated with the destination project, and then select an organization from the list of matching organizations or, click to open the Organization data selector and select the organization.
Project*	Begin to enter the name of the destination project, and then select a project from the list of matching projects or, click to open the project data selector and select the project.
Department*	Select a department to assign to the new tasks. Department may be a required field depending on the “Require Department when assigning a resource(s) to project tasks/issues” field.
Phase	Click to select the project phase that the ticket(s) will be added to. A page opens to display a basic outline of the project schedule that shows the current arrangement of phases, tasks and issues along with the start and end dates for each. Click an element in the schedule to position the new task(s) before the selected element. the page closes and the field displays the selected element. Click to remove your selection. If you do not choose a row for the new task(s), they will be added to the end of the schedule.

4. Click Save & Close

The following actions are performed:

• The status of the ticket is copied to the project task.
• The status of the original ticket is set to Complete, using the current date as the complete date.
• A note is added to the original ticket. It includes the project name, the title, and the number of the new task. The task number is a hyperlink to open the task (in Conversation View).
• A note is added to the new project task. It includes the original ticket number, which is a link to the ticket detail.
• If the ticket is associated with a PO number and the project is not, it is copied to the task.
• Any estimated hours are copied from the ticket to the task.
• The actual hours count of the newly created task is set to zero, regardless of the actual hours tracked on the original ticket. This is done to accurately preserve the work history of both the original ticket and the newly created task.

NOTE  If "work type limiting" is enabled on the task category used in the copy, the ticket work type is only copied to the task if that work type is associated with the task's department.