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:
- Your ability to copy, copy and paste data is partially determined by whether or not you have the privileges to view costs and financial data for the assigned Responsible Manager.
- 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.
When you copy and paste projects, WBS nodes, activities, resources, or roles you can choose to exclude secure codes from being pasted with the rest of the data. This includes secure assignment codes where the data you copy includes assignments.

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