Basic Usage
Master the core functionality of ProjectClone with this comprehensive user guide covering navigation, features, and everyday workflows.
In this guide
Video Tutorial
Watch this comprehensive video guide to learn how to use ProjectClone effectively:
This tutorial covers accessing ProjectClone, basic cloning workflow, scheme configuration, and troubleshooting common issues. Duration: approximately 5-10 minutes.
Accessing ProjectClone
ProjectClone is integrated directly into Jira's project interface. Here's how to access it:
Navigate to Source Project
Go to the project you want to clone. You need at least Project Administrator permissions or be granted specific ProjectClone access.
Access Project Settings
In the project sidebar, click "Project settings" at the bottom of the navigation menu.
Find ProjectClone Menu
In the project settings sidebar, look for the "ProjectClone" section. Click on "Clone Project" to begin.
If you don't see the ProjectClone option, contact your Jira administrator to request access. Only authorized users can clone projects for security reasons.
User Interface Overview
The ProjectClone interface is designed for simplicity and power. Here are the main sections:
Source Project Info
Displays details about the project you're cloning, including schemes and configurations.
New Project Details
Configure the name, key, and basic settings for your new project.
Scheme Selection
Choose which configurations to copy or replace with existing schemes.
User & Role Management
Configure project roles and user assignments for the new project.
Navigation Tips
- Save Progress: Your configuration is automatically saved as you make changes
- Validation: Real-time validation prevents configuration errors
- Preview: Review all settings before executing the clone
- Help Context: Hover over any field for detailed explanations
Basic Cloning Process
Follow this step-by-step process for standard project cloning:
Project Information
Enter the basic details for your new project:
Project Name: [Descriptive name for the project]
Project Key: [3-10 character unique identifier]
Project Lead: [User who will lead the project]
Description: [Optional project description]Project keys must be unique across your Jira instance and can only contain uppercase letters and numbers. Once set, they cannot be changed.
Scheme Configuration
For each scheme type, choose your preferred option:
- Copy from source: Creates an exact duplicate of the source scheme
- Use existing: Applies an existing scheme from your Jira instance
- Use default: Applies the system default scheme
Available Schemes:
Workflow Scheme
Controls issue transitions and status flow
Permission Scheme
Manages who can view and edit issues
Notification Scheme
Defines when and who receives notifications
Issue Type Scheme
Determines available issue types
Field Configuration
Controls field visibility and requirements
Issue Security Scheme
Manages issue-level security restrictions
Components & Versions
Choose what to include from the source project:
- Copy Components: Include project components with their leads and descriptions
- Copy Versions: Transfer project versions and release information
- Copy Project Roles: Maintain custom project roles and assignments
Review & Execute
Review your configuration in the summary panel, then click "Clone Project" to begin the process.
Most projects clone in 30 seconds to 2 minutes. Complex projects with many schemes may take longer.
Advanced Options
ProjectClone offers several advanced features for power users:
Bulk User Assignment
Efficiently manage user permissions during cloning:
- Group-based Assignment: Assign entire user groups to project roles
- CSV Import: Import user lists from spreadsheets
- Template Roles: Apply predefined role templates
- Permission Validation: Automatic validation of user permissions
Custom Scheme Handling
Advanced scheme management options:
Copied Scheme Name Format:
"[Original Name] - [New Project Key]"
Example:
"Software Development Workflow - PROJ"Selective Component Cloning
Choose specific components to clone rather than copying all:
Component Selection
In the components section, uncheck any components you don't want to include in the new project.
Lead Assignment
Modify component leads during the cloning process or keep the original assignments.
Monitoring Progress
Track your cloning operations and view detailed progress information:
Real-time Progress
View live updates as each component is cloned with percentage completion.
Operation History
Review past cloning operations with detailed logs and timestamps.
Error Reporting
Detailed error messages and suggested resolutions for any issues.
Progress Phases
Validation
ProjectClone validates all settings and checks for conflicts or issues.
Project Creation
The base project structure is created with the specified name and key.
Scheme Application
Workflows, permissions, and other schemes are applied to the new project.
Final Configuration
Components, versions, and user roles are configured and assigned.
Common Issues & Solutions
Here are solutions to frequently encountered problems:
Permission Issues
Solution: Contact your Jira administrator to grant ProjectClone permissions. You need either Project Admin access or specific ProjectClone user permissions.
Project Key Conflicts
Solution: Project keys must be unique. Try a variation like adding numbers or abbreviations. Example: PROJ becomes PROJ2 or PROJ-DEV.
Scheme Conflicts
Solution: When copying schemes, ProjectClone automatically appends the project key to avoid conflicts. Original names are preserved in the description.
Performance Issues
- Large Projects: Projects with many components may take longer to clone
- Network Issues: Slow internet can affect cloning speed
- Concurrent Operations: Multiple simultaneous clones may slow performance
- Peak Hours: Jira system load can impact cloning speed
For optimal performance, clone projects during off-peak hours and avoid running multiple cloning operations simultaneously. Always test with smaller projects first.