Hi @ab_cdef,   Aiming to strategize the Least Amount Of Work from where you are now...   Assuming this is a repeated process, if you are at liberty to change the process so the project IS (instead) created by converting the request, AND you chose the Form 95 Percent at the time (leveraging Workfro...

  Hi @ab_cdef,   I concur with you and @Sven-iX, and if you're looking for the easiest path, suggest you manually copy Form Full as Form 95 Percent, then delete the 5% you intend to exclude...or (noting such an exclusion does indeed lose data) move them to a special Save Just In Case section within ...

  Thanks @ScottMo1,   In that case, within what's currently available natively, the closest workaround I've used is to create and deploy (broadly) side menus so -- in one click -- end users can switch context for "that project" (e.g. "Company Docs", "HR Training", etc.). Doing so makes it much easie...

  Hi @FrankatMSC,   Negative, but one common pattern is to change the Workfront settings to automatically delete Requests upon conversion to a Project (or Task): no Request, no files added to the wrong spot.   That said, it's a big decision, so Proceed With Caution...   Regards, Doug

  Thanks @ScottMo1,   I was going to mention Team Layouts for @MaximillianFo, but your additional usecase description adds an important wrinkle.   Would providing end users the ability to change their own Layout Template (among a fixed set of SysAdmin defined and "allowed" options) meet your require...

  Oooh! Very nice, @Sven-iX!    Your "30 second window" technique is indeed an Excellent Refinement: duly noted for future consideration!   Regards, Doug

  Hi again folks,   After one colleague spotted a bug in my original version, and another colleague suggested some excellent improvements, I invite you to switch to the NEW (and improved) as of March 5, 2025 3pm Mountain version that I just updated on the main post, above, which fixes the bug and in...

  Interesting idea  @Alex_Di,   Once you've set them up, you could try to incorporate the Project Genealogy and/or Project Original Or Copy parameters in your new business rules features...but because calculations are "after the save", I suspect it might be more fruitful to replicate the concepts in...

  Great stuff @KierstenKollins -- thanks for sharing!   Having reached the edge of what's possible within Workfront natively using Kiersten's technique, @MichaelSMN, if you are interested in doing similar but:   over time (e.g. by week, month, quarter) and/orat the Project > Department > Role > User...

  Indeed @Sven-iX,   All set: at your convenience, I invite you to review my How To Detect Copied Projects (aka "Project Genealogy") post.   That a satisfying side trip: thanks again!   Regards, Doug