Copying existing checklists

You can create a new checklist by copying an existing checklist. This action creates version 1 of a new checklist in Proposed status with the same components and any of the other elements that you copy.

  1. Select Development Planning > Checklists > Define Checklists.
  2. Select the checklist to copy, and click Copy From Existing Version.
  3. Specify this information:
    Checklist

    Required. Specify the name of the new checklist to create.

    If you do not type a description, the checklist name will default.

    Validation Methods

    Select this check box to copy the validation methods of the source checklist to the new checklist.

    Criteria

    Select this check box to copy the criteria of the source checklist to the new checklist.

    Attachments

    Select this check box to copy the attachments of the source checklist to the new checklist.

    URLS

    Select this check box to copy the URLs of the source checklist to the new checklist.

  4. Click OK.
  5. Modify the new checklist as needed and activate it when you are ready to assign it to resources.