Copying an agile work type

You can copy existing agile work types, modify their summary data and properties, create new agile work types, and then place them anywhere in your portfolio.

To copy an agile work type

  1. Open the Projects module.
  2. In the agile work tree, select the agile work type you want to copy, right-click and select Copy Investment.
  3. In the Move/Copy Investment dialog box, under Options, select Make a copy and choose whether you want to also copy any related documents, child agile work types, or tasks. If you copy tasks, select the date upon which the summary task in the copied agile work type will begin.
  4. Select the location in the agile work tree into which a copy of the agile work type will be added.
  5. Click OK.