Cutting, Copying, and Pasting Data
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.
- You cannot paste data into a different EPS node, if you do not have the privilege to export data from the original parent EPS node.
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.
Related Topics
Creating, Modifying, Saving, and Deleting Data
About Removing and Deleting Data
Copying and Pasting Activities
Last Published Wednesday, July 10, 2024