How to Configure a Copy or Create Plan Action for Plan Automations in OnePlan

Direct Answer: How to Configure a Copy or Create Plan Action for Plan Automations in OnePlan

To configure a Copy or Create Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Copy or Create Plan, select the plan type for the new plan, configure duplicate behavior, ownership, field values to copy or set, and optionally configure resource and financial plan copying, then select Update to save.

What This Article Covers: Copy or Create Plan Action

This article explains how to configure the Copy or Create Plan action for Plan Automations in OnePlan. Use this action to automatically create a new plan or copy an existing plan when an automation is triggered.

What you will accomplish
By the end of this article, you will be able to configure a Copy or Create Plan action, including plan type selection, duplication rules, ownership, field copying, and optional financial or resource plan handling.

Before You Begin: Copy or Create Plan Action

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
A Plan Automation trigger already configured

See trigger articles: How to Configure a When a Date Passes Trigger for Plan Automations in OnePlan, How to Configure a When a Field Changes Trigger for Plan Automations in OnePlan, How to Configure a When a Process Step Changes Trigger for Plan Automations in OnePlan, How to Configure a When an Item Is Created Trigger for Plan Automations in OnePlan.

Why This Matters: Copy or Create Plan Action

The Copy or Create Plan action in OnePlan automates plan creation and plan progression. Depending on configuration, it can create a new plan of a selected plan type, or create a new plan by copying data from an existing plan. It is commonly used to standardize plan creation, support lifecycle transitions (for example, Idea → Project), and automatically create related or downstream plans.

Step-by-Step: Configuring a Copy or Create Plan Action in OnePlan

Task: Add the Copy or Create Plan Action

In the Plan Automations editor, select Add Automation Action.
Choose Copy or Create Plan from the list.

The Edit Copy / Create Plan panel opens on the right side of the screen.

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Task: Select the Plan Type

In the Plan Type field, select the plan type for the new plan.

Note: The selected plan type determines the available fields, process steps, and financial structures of the new plan.

Task: Configure Duplicate Behavior

Select Allow Duplicates if the automation should be allowed to create more than one plan from the same source plan.

Important: If Allow Duplicates is not selected, the automation will prevent creating multiple plans from the same source plan.

allow duplicates.png

Task: Select Ownership (Shared With)

In the Shared With field, select who should have ownership or access on the new plan. Options include:

Plan Field — Select a plan-level user field.
Shared-With Level — Select one or more Shared With permission levels.
Specific User — Select one or more individual users.
Specific Team — Select one or more resource teams.

Task: Configure Copy Behavior

Copy All — Select Copy All to copy all eligible fields from the source plan into the new plan. Selecting this option deactivates the Set Field Values options.

Tip: Use Copy All when the new plan should closely mirror the source plan.

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Set Field Values — Use Set Field Values to control individual fields:

Select Add Field.
Choose a plan-level field.
Choose Copy to copy the value from the source plan, or Value to enter a specific value for the new plan.

Repeat to configure additional fields. Use this option to override defaults or selectively copy data.

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Task: Copy Resource Plans (Optional)

Select Add Row.
Map the From Cost Type to the To Cost Type.

copy resource plans.png

Task: Copy Financial Plans (Optional)

Select Add Row.
Map the From Cost Type to the To Cost Type.

Note: Cost type mappings allow you to align financial structures between different plan types.

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Task: Configure Copied Lookups (Optional)

Use the Copied Lookups section to maintain relationships between the source plan and the new plan:

Converted To Lookup — Select the lookup field on the source plan that should reference the new plan.
Converted From Lookup — Select the lookup field on the new plan that should reference the source plan.

This is useful when you want to preserve traceability between related plans.

copy lookups.png

Task: Save the Action

Review all configuration settings.
Select Update to save the Copy or Create Plan action.
When finished configuring the automation, select Save.

Frequently Asked Questions: Copy or Create Plan Action

Q: What is the difference between Copy or Create Plan and Reorganize Plan in OnePlan?
A: In OnePlan, Copy or Create Plan creates a new plan and leaves the original in place. Reorganize Plan moves the existing plan to a new plan type and location. Use Copy or Create Plan when you want both plans to exist; use Reorganize Plan when you want to move the plan into a new structure.

Q: What does the Allow Duplicates option do in OnePlan?
A: In OnePlan, enabling Allow Duplicates permits the automation to create more than one new plan from the same source plan each time the trigger fires. If disabled, the automation skips execution if a plan has already been created from the same source.

Q: Can I choose which fields to copy from the source plan in OnePlan?
A: Yes. In OnePlan, you can use Copy All to copy all eligible fields, or use Set Field Values to choose individual fields and whether to copy their values or set specific new values.

What to Do Next: Copy or Create Plan Action

Add more actions to your automation:

Review the full configuration process:

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