Cut or Copy and Paste an Activity

Video

To save time entering activity data, the Activities table supports cut, copy, and paste operations. The cut operation enables you to easily move activities around in the table. This is useful for moving activities from one group to another, such as WBS or Code, or across projects in a program. Use the copy operation to duplicate activities in the table. You can cut or copy one or more activities at a time.

When you copy and paste activities, you can select the types of data to copy over to the new activities. You can also choose to renumber IDs of the pasted activities based on a configurable pattern. If the pattern you choose results in duplicate activity IDs, you will be prompted to enter a new activity ID for each conflicting activity. In a program, if you are cut or copy and pasting activities across projects, shared data that does not exist in the target project or its workspace will not be copied with the activity. Timesheet records are always maintained when copied with an activity. Any new timesheet data will display association with the destination project after being pasted.

Note: Activity and assignment costs may be included with your copied activities. It is recommended that you recalculate activity costs after copying activities to ensure all costs are up to date.

To cut or copy and paste activities:

Navigate to the Activities page
1. In the object selector, select a project or program.
2. In the sidebar, hover over  Schedule, and select Activities.
(Programs only) Group the Activities table by WBS or Project.
In the table, select one or more activity rows, select the  Context menu, and then select Cut or Copy.
Select the row in the table where you want to paste the activity, select the  Context menu, and then select Paste.
If you cut activities, they will be pasted immediately. If you copied activities, the Paste Activity Options dialog box will open.
In the Paste Activity Options dialog box, select the activity data to be pasted.
In the Renumbering Options section, in the Renumber Activity IDs list, select one of the following options, and then configure the option's settings:
- Increment Activity ID based on selected activities: Enter a value that each pasted activity will be incremented by.
  Each pasted activity ID is incremented with an ID that begins after the highest activity ID sequence with a matching prefix. For example, in a project with activity IDs A10, A30, and B50, copying all three activities and pasting them with an increment value of 10 will result in new activities with IDs A40, A50, and B60 because A30 and B50 were the largest existing IDs with matching prefixes.
- Auto-number: Enter a prefix value, starting number, and increment value. The pasted activities will be numbered in the order that the copied activities appeared in the table.
  Each pasted activity ID is incremented with an ID that begins after the largest existing ID with a matching prefix. For example, in a project with activity IDs A10, A30, and B50, copying all three activities and pasting them with a prefix value of A, starting number of 1, and increment value of 1 will result in new activities with IDs A31, A32, and A33 because A30 was the largest existing ID with a matching prefix.
- Replace beginning characters: Enter the number of characters to replace starting from the beginning of the ID, and then enter the value that will replace the characters.
  For example, in a project with activity IDs A10, A30, and B50, copying all three activities and pasting them with the first character replaced by the letter C will result in new activities with IDs C10, C30, and C50.
Select Paste.
All changes made to this page are saved automatically.

Tips

Copy functionality is disabled while in a baseline.
When pasting activities across group bands in a view, the new activity will assume the attribute of the group band into which it is pasted. For example, if an activity is copied or cut from a WBS1 grouping and pasted in a WBS2 grouping, the WBS attribute of the new activity will be changed to WBS2.
To enter the same value in more than one field, select multiple fields in the same column, select the  Context menu, and then select Fill Down. Every field is filled with the first selected field value.
Your security privileges control which attributes you can copy over to new activities.
You can copy and paste up to 500 activities at the same time.
When you copy and paste an activity with an assignment to a different project with different rates defined for the same resource or role, you must recalculate costs to update the rates for the assignment.