Restoring Projects / Branching Projects (in the past)

In Matrix Requirements applications you can create clones of existing projects. You can even create a clone of a project as it was in the past. A clone of a project contains all the history of the items. It does not contain external links.

Overview of the process

To create a clone of a project, here is what you need to do

Step 1: (Optional) in the original version tag a version in the history
Step 2: Export the original project
Step 3: In the administration client restore the export under a new name

Details

Step 1: Tagging an old status of a project (optional)

See Tagging.

Step 2: Export the project

In the report section of the project find and execute the "Project Export with Audit".

Note: in case you cannot find it the report (try filtering the tree with "REPORT:Export") you need to create the report: Just select a REPORT folder and click on "Create Report Template".

Step 3: Restore the project

In the admin client select the Projects tab and fill out the details.

The following options exist

Project ID: the short id shown in the URL of the browser
Project Name: full project name
Backup: the export with or without history and files
Import users from original project: if ticked, users are created when they have access to the original project.

Note: these new users will be created as deleted users, which means they show up in the history but they cannot log in (not visible or active by default). To add them to the team, un-delete these users and send them a password reset link.