Copy Activity Options Dialog Box of the Activities Page
Overview
Use this dialog box to select the activity data that will be copied along with the activities.
Screen Elements
Resource and Role Assignments option
Determines whether or not to copy resources and role assignment data to the project or template.
Assignment Codes option
Determines whether or not to copy assignment code data to the project or template.
Relationships option
Determines whether to copy relationship data to the project or template.
Only between copied Activities option
Determines whether to copy relationship data only between copied activities to the project or template. If you select this option, relationships to activities in other projects will not be copied. This option is only visible if you are copying a project or template.
Expenses option
Determines whether to copy expense data to the project or template. This option is only visible if you are copying a project or template.
Activity Codes option
Determines whether to copy activity code data to the project or template.
If selected, global and project activity codes are copied with the project. EPS activity codes are only copied if the project is copied within the same EPS node.
Notebook Items option
Determines whether to copy notebook data to the project or template.
Steps option
Determines whether to copy step data to the project or template.
Financial Period Data option
Determines whether to copy financial period data to the project.
WP and Docs option
Determines whether to copy Work Product and Document data to the project. This option is only visible if you are copying a project or template.
Risks option
Determines whether to copy risk data to the project. This option is only available if you are copying a project or WBS.
Getting Here
- Click Projects.
- On the Projects navigation bar, click Activities.
- Select the activities to copy, click Row Actions and select Copy.
- Select a project or WBS node to paste the activities into, click Row Actions and select Paste.
Last Published Wednesday, November 27, 2024