- Choose Enterprise, Resources.
- If necessary, choose View, Filter By, All Resources, to display all resources.
If resource security is enabled you can only view resources you have access to. Therefore, you can copy and paste a resource only to the hierarchy you have access to.
- Choose View, Group and Sort By, Default.
- Select the resource you want to copy, then choose Edit, Copy.
- Select the resource to which you want to add the copy, then choose Edit, Paste.
Choose Sub-Resources to copy all resources contained in the resource you want to copy.
Choose Role Assignments to copy the resource’s role assignments.
Choose Prices to copy the resource's price information.
Tips
- Copying a resource that has a personal resource calendar assigns the copied resource to the global default calendar.
- You can copy and paste any resources you have access to based on resource security settings. If you copy and paste a resource node that previously had been assigned to users to provide resource security, those users remain assigned to the original resource node. Since resource security information is not copied, you can copy and paste your root node as well.
- If you mark Do not show this window again, the Copy Resource Options dialog box will not display again until you restart the application.
Cut and paste a resource
Copy Resource Options dialog box
Introduction to Resource Security
Root Node