Copy Resource Plan Values

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This article explains how to use the Copy Values feature of the OnePlan Resource Planner. This feature allows you to copy resource plan values from one cost type to another.

You can run a full copy, which will make a 1 to 1 copy of the source cost type to the destination type. You can also run a partial copy, which allows you to select the start and end month to copy from source to destination.

Full Copy

A full copy will make a 1 to 1 copy of the source cost type to the destincation type. To run a full resource plan copy:

  1. Click on the Resource Plan Advanced Menu Screenshot_2022-05-11_103947.png, then select Copy Values. The Copy Resource Plan form will open.

    Select_Copy_Values_from_Resource_Plan_Menu.png
  2. Complete the Copy Resource Plan form.

    • From Cost Type: Select the source cost type you want to copy.

    • Copy Mode: Select the type of copy you want to run. Select Full to completely copy the source cost type.

    Copy_Resource_Plan_Full.png
  3. Click Copy. All data from the source cost type will copy into your destination cost type.

Partial Copy

A partial copy allows you to select the start and end month to copy from source to destination. To run a partial resource plan copy:

  1. Click on the Resource Plan Advanced Menu Screenshot_2022-05-11_103947.png, then select Copy Values. The Copy Resource Plan form will open.

    Select_Copy_Values_from_Resource_Plan_Menu.png
  2. Complete the Copy Resource Plan form.

    • From Cost Type: Select the source cost type you want to copy.

    • Copy Mode: Select the type of copy you want to run. Select Partial to copy over data from a set time period.

    • 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 checkbox to copy the custom resource plan fields from othe source cost type.

    Copy_Resource_Plan_Partial_Copy.png
  3. Click Copy. All data within the set time period will copy from the source cost type into your destination cost type.

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