The OnePlan Resource Plan allows users to copy resource plan data from one cost type to another.
Note
The copy function only copies over time data. To replicate a resource plan from one cost type into another, use the Import function. See Import a Resource Plan.
To copy resource plan data from one cost type to another:
-
Select Copy Values from the drop down. The Copy Resource Plan form will open
-
Complete the Copy Resource Plan form.
-
Select Type: Select the cost type you would like to copy the resource plan data from.
-
Start: Select the start date for the date range you would like to copy data from.
-
End: Select the end date for the date range you would like to copy data from.
-
Copy Custom Fields: Check the check box if you would like to copy over custom resource plan fields.
-
-
Click Copy. Then click Yes to confirm the copy.
Comments
0 comments
Article is closed for comments.