This post covers how to migrate projects from a team-managed project to a company-managed project.

Step 1: Create a project to receive your existing issues

  1. To create a new company-managed project:
  2. Choose Projects > Create project.
  3. Select “Software development” under Project template
  4. Select “Kanban” from templates. choose “Use template”.
  5. Choose project type: Company-managed.
  6. Give your project a name. You can change your template by selecting Change template.
  7. Choose who can access your project.
  8. Select Create.

Step 2: Enable Project Backlog

To enable the Kanban backlog:

  1. Go to your board, then select more () > Board settings.

  2. Click the Columns tab. The Column settings page displays, with the Kanban Backlog as the leftmost column.

  3. In the columns section, drag a status to the Kanban Backlog column. Typically, this would be the column for which you plan work for your team.

  4. If the Kanban backlog is enabled, you can also enable the Epics panel. This will display epic issues in a panel in the Kanban backlog, instead of cards on your board.

The 'Columns' tab in the board settings screen, with different columns representing different steps in a workflow.

Step 3: Find and move your existing issues to your new project

Now that you have an empty project waiting to receive your old project’s issues, you can move all your existing issues into the new project.

To complete this step, your Jira admin must grant you the Make bulk changes global permission. Learn more about global permissions.

3.1 Search for your existing issues

First, you need to find the issues you want to move:

  1. Select the search field in the navigation bar and select View all issues.

  2. Click the Project filter, and select the project you want to migrate from.
    (If you’re looking at the Advanced mode, you’ll need to select Basic)

  3. In the top-right corner, select more () > Bulk change all. The Bulk Operation wizard appears.

A cropped issue view, displaying a Project:All dropdown filter. There's a section for recent projects and all projects.

Press “/” then “Enter” on your keyboard to quickly go to advanced search.

3.2 Move your existing issues into your new project

Next, walk through the Bulk Operation wizard to move your issues into your new project:

  1. Select the issues you want to migrate and hit Next.

  2. Select Move Issues and hit Next.

  3. On the Select Projects and Issue Types screen, you’ll need to select where the issues from your old project will go. Select a destination project and issue type, and hit Next. This is the issue type that each issue in your old project will become in the new project.

  4. On the Map Status for Target Project screen, select a destination status for each status in your old project. This is the status that each issue in your team-managed project will take on in the new project.

  5. On the final screen, click Confirm.

Step 4: Prep Old Project for Deletion

  1. Confirm all Issues have migrated successfully (see Step 2)
  2. Change Name of project to “<PreviousID>OLD”
  3. Change ID of old project to “<previousID>OLD”

Step 5: Trash Old Project

  1. Choose  Settings > Projects.
  2. Find your project and select ••• > Move to trash. A confirmation dialog appears.
  3. Click Move.

Step 6: Permanently Delete Project

To permanently delete a project:

  1. Choose > Projects.
  2. Select > “Trash” from the sidebar.
  3. Find your project and select ••• > Delete permanently.

Step 7: Update New Project ID

  1. Navigate to the administration page for the project:
    • Choose  > Projects, or
    • Navigate to the desired project’s summary and click the Project settings button at the bottom of the project navigation sidebar.
  2. Select Details.
  3. Make your edits (Update ID to match previous ID.
  4. Select Update.

 

Resources:
Jira Docs: How to Migrate between company and team-managed projects
Jira Docs: How to Trash a Project
Jira Docs: Editing Project Details
Jira Docs: Enable Project Backlog

Jira Docs: Permissions overview