---
title: "Project snapshot"
canonical: "https://support.appfire.com/space/CMJ/197956922/Project%20snapshot"
format: markdown
---
> Macro (aura-html)

## Overview

A project configuration snapshot represents the configuration of a number of projects (either a single project or multiple) in Jira - their schemes (workflow, permission, etc.), roles, and all other configuration objects that are related to these projects. A project snapshot can be used to transfer the configuration of projects to another Jira instance or can be used as a template when creating new projects.

## Video guide

## Create a project configuration snapshot

**To create a new project configuration snapshot:**

1. Log in as a user with the **Jira System Administrators **[global permission](https://support.atlassian.com/jira-cloud-administration/docs/manage-global-permissions/).
2. Choose the **cog icon **at the top right of the screen, then choose** Configuration Manager:**
3. Select** ***Snapshots*** **to open the *Configuration Snapshots* page and click on the *Create Snapshot* button. The following screen will appear:
4. Select the *Project Configuration* button and enter a name for the snapshot. Here you can select as many projects as you need to include in the snapshot. Optionally enter a description.
5. **Adding projects to the snapshot:**  
To add all projects from a Jira instance to a snapshot, you can use the** Select all projects** button.  
To select projects by listing them by their keys, first type the keys like KEY1, KEY2, KEY3. etc. in the Project(s) field, and then use the **Bulk select by key **button.   
To clear the current selection of projects, use the **Clear selected projects** button**.**  
 :info: If a snapshot with that name already exists, a warning will be shown.
6. (Optional) Enter a description for the snapshot.
7. Use the checkboxes at the end to include **project filters**, **project boards**, **project automation** **rules**, and **global automation rules**.
8. Click *Next *to add [filters](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198117100) in the snapshot (since CMJ 3.0):  
Select the filters that you'd like to be included in the snapshot.
9. Click *Next *to add [Agile boards](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198247358) in the snapshot (since CMJ 4.0) Select the boards that you'd like to include in the snapshot.
10. Click *Next*** **to add [dashboards](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/197825960) in the snapshot (since CMJ 4.1): Select the dashboards you'd like to include in the snapshot.
11. If you want to see a preview of the snapshot details click *Next*** **(since CMJ 3.0).
12. Click the *Create**** ***button and wait while Configuration Manager creates a snapshot of your Jira instance.  
:check_mark: A message will be displayed, confirming the successful snapshot creation. If there are any warnings Configuration Manager will inform you and offer you to review their details in the [Audit log](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198246829).

## Snapshot options

#### Include custom fields with value in at least one issue

When you create project snapshots, Configuration Manager will include only the configuration objects referenced by the project. For a custom field to be included in the snapshot, it needs to fulfill the following conditions:

- A custom field must be referenced by at least one other object different from the field configuration.
- If the **"Include custom fields with value in at least one issue"** option is set, and the custom field **has no** references to it, it will be checked if there are any issues in the project for which the custom field has a non-empty value and if any it will be included.

This is particularly useful when [migrating projects from one Jira instance to another](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198279348).

#### Include selected filters

When you create project snapshots, on the second page of the snapshot wizard, you can select [Jira filters](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198117100) to be included in the snapshot to be deployed along with the rest of the configuration. See step 4. in the snapshot creation process.

#### Include selected agile boards

When you create project snapshots, on the "Boards" page of the snapshot wizard, you can select [Jira Agile (Jira Software) boards](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198247358) to be included in the snapshot so they can be deployed along with the rest of the configuration. See step 5. in the snapshot creation process.

#### Include selected dashboards

When you create project snapshots, on the "Dashboards" page of the snapshot wizard, you can select [Jira dashboards](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/197825960) to be included in the snapshot so they can be deployed along with the rest of the configuration. See step 6. in the snapshot creation process.