Copy a Planning Sheet

The user will be allowed to create a new planning sheet under a planning type by copying another planning sheet. When a planning sheet is created by copying another planning sheet, all column definitions, manually entered data with each row should be replicated (copied over) including column definitions.

To create a planning sheet by copying another planning sheet

  1. Select a planning sheet from the Planning Sheet log.
  2. Click the Copy button in the gear menu. The Properties window opens.
  3. Enter a name for the new sheet. You can change other information as necessary.
  4. Click Save.

See Also

Planning Manager

About the Planning Manager

Access Planning Items and Planning Sheets

Access Planning Items from Master Log - Business Processes node

Planning Manager Item Log (Attributes)

Planning Manager Sheet Log

Create a Planning Item

Bulk Edit Planning Items from the Planning Manager Log

Delete Planning Items

Create a Planning Sheet

Open the Planning Sheet

Add and Manage Planning Sheet Rows

Add and Manage Planning Sheet Columns

Filter Planning Sheet Content

Copy Column Data

Modify Planning Items from a Planning Sheet

Grant Planning Sheet Permission

Understanding Reverse Auto-population

View the Import Audit Log

Print a Planning Manager Form


Last Published Sunday, July 20, 2025