Use the standard Cut, Copy, and Paste features to save time while working with a variety of items in the application. For example, instead of creating a new user from scratch, administrators might add a new user by simply copying and pasting an existing entry on the Users page for a similar user.
The steps for copying and pasting the following types of data in the application are essentially the same:
- individual field and cell values
- activities, including their steps and other associated data items
- WBSs, including their activities and other associated data items
- projects, including their WBS, activities, steps and other associated data items
- EPS nodes, including their project & WBS data and activity data
- resource and role assignments
- user accounts and their associated data items
- global and project security profiles, including their privileges
- currencies, funding sources, calendar data, project codes, activity codes, and other enterprise data supporting copy and paste functionality
- scheduled reports
Note: The list above is not meant to represent all areas of the application supporting this feature. Cut, Copy, and Paste functionality is generally supported when these commands appear in a toolbar or shortcut (right-click) menu. Be aware, however, that there are exceptions. For example:
- You cannot copy and paste a project unless you have the privilege to view costs for a project.
- You cannot cut an activity and paste it to another project if timesheet actuals are applied and you do not have the 'Delete Project Data with Timesheet Actuals' privilege.
To copy and paste a value:
- Click Row Actions and select Copy or Cut.
- Navigate to the supported destination for the new copied item, click Row Actions and select Paste.
- If it becomes active, click Save.
Tips:
- Hold down the Ctrl key while clicking to select multiple rows in a table. Hold down the Shift key to select contiguous rows.
- When you copy and paste some types of data, including when you copy multiple WBS nodes, or when you copy a project, the new data might not appear immediately. The process runs as a background service and you will see a notification once it has completed.