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jerflo
Employee
October 15, 2020
Question

Disable the Copy Project feature

  • October 15, 2020
  • 28 replies
  • 4171 views

Anyone interested in discussing this feature? Here is the link to the idea within the I-Lab for more detail: https://one.workfront.com/s/idea/0870z000000XiKlAAK/detail.

I would like to learn if you or your users could benefit from this. If so, please respond in this thread.

Thank you in advance.

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28 replies

William--
New Participant
October 16, 2020

Hi Jeremy,

I can't find it right now, but years ago I did submit to the idea exchange the option to control this at the user's Access Level. For users with Plan licenses, the Access Level should determine:

  • Can users create projects from scratch? (not from a template)
  • Can users copy projects?

(I would add "Can users open projects from templates?" - but that can be controlled by simply not allowing template access to the user.)

There are countless times that copied projects have caused problems, because the user copied a project with an outdated workflow. But that doesn't mean that select users in an instance should not be trusted to copy projects.

Same for opening projects from scratch. For most of our workflows, we need the user to open all their projects from a template that's been provided to them, and we don't want projects that were "made from scratch" to even exist in our system. But, that is not true for a small number of trusted users. Therefore, custom Access Levels seems like the smartest solution to control how users can or cannot create projects.

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf
William--
New Participant
October 16, 2020

I will also take this opportunity to solicit upvotes for an idea submitted to the Innovation Lab this morning:

https://one.workfront.com/s/idea/0874X000000sYQRQA2/detail

When something is copied (any object type), we want to be able to identify from what object it was copied - both via an entry on the Details tab of the copied object, and also expose the ID/name of the original in Reporting.

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf
New Participant
October 16, 2020

Hi Jeremy,

I would be really sad if this feature went away completely - maybe it would be a system or group setting if changed?

We use this to copy over projects that happen yearly. We are a property management company and have different yearly reporting and other requirements for each property; creating a separate template to use for each one every year would be very cumbersome to keep up (226 properties)!

Thanks!

New Participant
October 16, 2020

We haven't seen a need yet, but could see how the issues cited could be a problem. Flexibility to turn off features is something we always advocate because it gives flexibility. Some environments need to be able to lock-down process more than others.