Renaming, Copying and Deleting Projects

Renaming, Copying and Deleting Projects

To copy, rename or delete a project you first have to select the project you wish to alter. Once a project is selected the 3 other buttons in the top right of the navigation bar will no longer be grayed out. 

Renaming a Project

After selecting a project click on the rename button in the top right. You can then rename the selected project.



Copying a Project

After selecting a project click on the copy button in the top right. This will copy all jobs, database connection settings, mappings, and schedules. The only setting that is (intentionally) not copied over is the Next Job for Job Chaining.



Deleting a Project

After selecting a project click on the delete (the circled X) button in the top right. A final warning will popup asking "Do you really want to delete this project and all jobs contained within it?" 


    • Related Articles

    • Renaming, Copying and Deleting Jobs

      To copy, rename or delete a job you first have to select the job you wish to alter. Once a job is selected the 3 other buttons in the top right of the navigation bar will no longer be grayed out.  Renaming a Job After selecting a job click on the ...
    • Table of Contents

      General Help Frequently Asked Questions Projects Renaming, Copying and Deleting Projects Renaming, Copying and Deleting Jobs Creating a Project Creating a New Job Jobs Create a New Job Renaming, Copying and Deleting Jobs Scheduling Jobs (IN PROGRESS) ...
    • Steps to copy projects across Creatio Connect instances (Admin only feature)

      Copy project is a Cloud Ops Admin feature. This feature is used to copy a project from one instance to another instance. Copy utility will copy Jobs, Global Scripts, and connections. Notes - Project items not copied by the utility Xrefs that are not ...
    • Creating a Project

      To create a new project navigate to the projects tab and select the plus sign (new) icon on the right.
    • Setup integration update frequency (schedules)

      Setup integration update frequency (schedules)   While in Creatio Connect Designer, navigate to the Projects tab Select the “HubSpot & Creation Integration” Project Select the Jobs Tab Select the “Select the HS Contact -to- CRM Contact”  job Select ...