Strategy One

Export Project-Level Settings and Import Them for Use in Another Project

Administrators can export project-level settings to a .csv file and import them for use with another project.

The ability to view or edit certain settings is determined by a user's privileges. All necessary privileges are included in the Administrator role by default. You must belong to the System Administrators group to use this feature.

  1. Open the Workstation page.

  2. In the Navigation pane, click Projects.
  3. Right-click the project to export settings from and choose Properties.
  4. In the left pane, click All Settings.
  5. Click Export.
  6. Click Projects in the upper right of the window.
  7. Right-click the project to use the exported settings on and choose Properties.
  8. In the left pane, click All Settings.
  9. Click Import and select the file you previously exported.
  10. Click Import.
  11. Select the settings you want to replace.

  12. Click Import.