How to Configure a Copy Plan with Hierarchy Action for Plan Automations in OnePlan

Direct Answer: How to Configure a Copy Plan with Hierarchy Action for Plan Automations in OnePlan

To configure a Copy Plan with Hierarchy for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Copy or Create Plan, configure the plan type, ownership, and copy settings, enablePreserve Plan Hierarchy, then select Update to save. The new plan carries over the source plan’s hierarchy and appears in the same hierarchy locations as the source plan.

What This Article Covers: Copy Plan with Hierarchy Action

This article explains how to configure the Copy Plan with Hierarchy action for Plan Automations in OnePlan. Use this action to automatically copy or create a plan, and carry the source plan’s hierarchy over to the new plan, when an automation is triggered.

What you will accomplish By the end of this article, you will be able to configure a plan automation action that copies a plan together with its hierarchy, so the new plan is placed where you expect it in the portfolio.

Before You Begin: Copy Plan with Hierarchy 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
• A source plan that has hierarchy (parent or child plans) you want to carry over

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 Plan with Hierarchy Action

Hierarchy Carries Over Automatically

The Copy Plan and Create Plan automation actions carry over the source plan’s hierarchy to the new plan. Teams no longer need to rebuild parent and child relationships after each automated copy.

New Plans Appear Where You Expect Them

New plans appear in the same hierarchy locations as the source plan, so teams can pick up the work without reorganizing.

Note: To move a plan to a different plan type or parent instead of copying it, see How to Configure a Reorganize Plan Action for Plan Automations in OnePlan.

Step-by-Step: Configuring a Copy Plan with Hierarchy Action in OnePlan

Task: Add the Copy or Create Plan Action

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

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

Task: Select the Plan Type

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

Task: Configure Duplicate Behavior and Ownership

1. Select Allow Duplicates if the automation should be allowed to create more than one plan from the same source plan.
2. In the Shared With field, select who should have ownership or access on the new plan.

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

Task: Enable Hierarchy Copy

1. Select Preserve Plan Hierarchy to enable the hierarchy copy. This maintains any parent plans required for plan hierarchy relationships. ![[using-oneplan/Automations/Plan Automations/How to Configure a Copy Plan with Hierarchy Action for Plan Automations in OnePlan/attachments/planhier.png]] —

Task: Save the Action

1. Review all configuration settings.
2. Select Update to save the action.
3. When finished configuring the automation, select Save.

Frequently Asked Questions: Copy Plan with Hierarchy Action

Q: What does the Copy Plan with Hierarchy action do in OnePlan? A: In OnePlan, the Copy Plan and Create Plan automation actions carry over the source plan’s hierarchy to the new plan, so the new plan appears in the same hierarchy locations as the source plan.

Q: Where does the new plan appear after the automation runs in OnePlan? A: In OnePlan, the new plan appears in the same hierarchy locations as the source plan, so teams can start working without reorganizing.

Q: What is the difference between copying a plan with hierarchy and reorganizing a plan in OnePlan? A: In OnePlan, copying a plan with hierarchy creates a new plan and leaves the original in place. Reorganize Plan moves the existing plan to a new plan type and parent.

What to Do Next: Copy Plan with Hierarchy Action

Add more actions to your automation: - How to Configure a Copy or Create Plan Action for Plan Automations in OnePlan - How to Configure a Reorganize Plan Action for Plan Automations in OnePlan - How to Configure an Update Plan Action for Plan Automations in OnePlan - How to Configure a Send Notification Action for Plan Automations in OnePlan

Review the full configuration process: - Plan Automations Configuration in OnePlan - Guided Workflow - How to View and Manage Automation Run History in OnePlan