Transfer projects

Project administrators can transfer projects to a different hub; for example if the project is going to be worked on by a new or different team. Use the Fusion web client to do this.

Things to know before you start

Projects not supported for transfer

• Folder-Level projects
• Projects with configurations
• Fusion Manage Extension projects

General transfer notes

• You must be an administrator of the source hub to transfer projects from it.

• You must be a member of the destination hub. Project Contributor access to the destination project is not sufficient.

• Tell project members you are about to transfer the project, and that they need to save their work and refrain from working with any of the project data during the transfer.

• The transferred project will keep its name and be moved to the new hub. It will no longer be accessible in the old hub.

• Wiki pages will be transferred, and will be accessible to all members of the project, regardless of folder permissions.

• If a project contains data created using third-party apps, make sure you connect the destination hub to the same third-party apps. You can do this before or after transfer.

• Shared links to the source project become obsolete. You will need to reshare using links to the newly-transferred project.

• All other data will be transferred, with the following exceptions:

  • Any offline changes that are underway.
  • Deleted data in Trash; if you want to transfer this, restore it before you transfer.

Start the transfer

1. In the Fusion web client, click the Fusion icon in the upper left corner of the browser to show a list of projects in the hub.

2. Place the pointer over the far right side of the row containing the project you want to transfer and click .

   

3. From the drop-down menu, select Transfer to open the Transfer Project dialog.

4. Read through any the prerequisite information and click Proceed.

5. When prompted for a destination, select the hub you want to transfer to in the drop-down menu and click Proceed.

   

6. When prompted to confirm, click Yes to confirm, then click OK to close the Transfer Project dialog.

7. To check the status of the transfer, click Job Status at the top right of the the Fusion web client window.

   

8. If you have other projects to transfer, repeat these steps.

   You do not have to wait for one transfer to finish before starting another.

After the transfer, if you see any warnings about references to other components or designs, you can resolve them in the next procedure.

Transfer referenced data

If you transfer a project that references separate assemblies or designs, they are not automatically transferred. The references will still work, but the referenced data will be read-only. You will not be able to make changes to this data from the destination project unless you follow these steps.

1. Once again, in the Fusion web client, click the Fusion icon in the upper left corner of the browser to show a list of projects in the source hub.

2. Transfer all referenced projects to the same destination hub where you transferred the first assembly.

3. At the top-right of the Fusion web client, click your profile icon and select the destination hub to switch to it.

   

4. Verify that all the projects have successfully transferred to the destination hub.

5. In Fusion, open the the project you initially transferred, make a small unimportant change to it (such as hiding and re-showing a component), and save it.

   This refreshes all Uses and Used In data for the project. Until you do this, the transferred project will not show any information under Uses and Used In.

   Note: this increments the version of the project.

   

6. Repeat the previous step for any drawings referenced by the transferred project.

You should now be able to work in your transferred assembly as you normally would.

Replace references to data you don't want to transfer

The previous procedure explained how to transfer data referenced by the primary assembly. However, in some cases, you may not want to transfer this data out of its source hub. To work around this, save a new copy of the referenced data in your destination hub and reference this cope instead of the original.

1. In Fusion, open the newly transferred project.

2. In the browser, right-click the referenced item that you don't want to transfer and select Open.

   

3. Click File > Save As and save a copy of the item to a project in the hub where your primary assembly is stored.

   Optional: When you save, alter the name so this copy is easy to identify.

4. Go back to the the newly transferred project.

5. In the browser once again, right-click the referenced item that you don't want to transfer and select Replace Component.

   

6. In the warning dialog that opens, click Continue

7. In the Replace Component dialog, navigate to the copy you saved and click Replace.

8. Repeat these steps for any other referenced items you do not want to transfer.

   Tip: Alternatively, using the Fusion web client in the source hub, copy components to a project, transfer that project to your destination hub, then replace the components in your primary assembly.

9. Save your primary assembly.