Modifying a project area to use another project area's process

If your organization includes at least one project area that shares its process, you can modify your project area so that it uses the shared process from another project area.

Before you begin

You must have access to the project area that you modify and the project area that shares its process. You must have Save Project Area permission for the project area that you modify.

About this task

Note: This procedure is intended for new Change and Configuration Management and Quality Management project areas that are based on the Unconfigured Process template.


  1. Navigate to the project area in the administrative web interface. See Logging in for project administrators and team leads (web).
  2. From within the project area, scroll to the Process Sharing section.
  3. Select Use the process from another project area for this project area.
  4. Click Change and select the project area whose process you want to use. To select a project area from an application that is registered with a different server, select an entry in the Application field, then select the project area.
    Note: To share a project area process across servers, the two servers must be configured to support cross-server communication. See Enabling project area process sharing across servers.
  5. If the project area contains any roles, you can either keep them or remove them. To keep them, clear the Delete all existing roles checkbox. To remove them, select the Delete all existing roles checkbox. If you delete all existing roles, the project area inherits the roles and associated permissions from the sharing project area; otherwise, the roles and their associated permissions would be considered custom.
  6. Click Save to save the project area.


The project area now uses the roles, permissions, operation behavior (preconditions and follow-up actions), iteration types, and configuration data from the sharing project area. Within your project area, you can customize process settings unless the project administrator of the sharing project area has set those settings as Final (ignore customization of this operation in child areas).

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