Copy Project Options Dialog Box of the EPS Page or Copy WBS Options Dialog Box of the Activities Page

Overview

Use this dialog box to select the project or WBS data that will be copied along with the project, WBS or template.

Screen Elements

Project & WBS Data or WBS Data options:

Documents option

Determines whether to copy document data to the project.

Funding Sources option

Determines whether to copy funding source data to the project or template. This option is only visible if you are copying a project or template.

Issues option

Determines whether to copy issue data to the project. This option is only visible if you are copying a project or WBS.

Risks option

Determines whether to copy risk data to the project. This option is only available if you are copying a project or WBS.

Activities option

Determines whether to copy activity data to the project or template.

Notebooks option

Determines whether to copy project notebook data to the project or template.

WBS Milestones option

Determines whether to copy WBS milestone data to the project or template.

High Level Resource Planning Assignments option

Determines whether to copy high-level (project and WBS-level) resource planning assignments to the project.

Reports option

Determines whether to copy report data to the project. This option is only visible if you are copying a project or template.

Summary Data option

Determines whether to copy summary data to the project. This option is only visible if you are copying a project or template.

Activity Data options:

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.

Copy EPS codes at project level option

Determines whether to make copies of EPS codes assigned to activities in the WBS as project-specific activity codes if you are copying the WBS to an EPS that does not have access to the EPS code. This option is only visible if you are copying a WBS.

Activity Secure Codes option

Determines whether to make copies of secure codes assigned to activities. You must be signed in as a user with privileges to view and edit secure codes for both the source and destination to be able to copy secure codes.

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.

Notebook Items option

Determines whether to copy notebook 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.

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.

Assignment Secure Codes option

Determines whether to make copies of secure codes assigned to assignments. You must be signed in as a user with privileges to view and edit secure codes for both the source and destination to be able to copy secure codes.

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.

Risks option

Determines whether to copy risk data to the project. This option is only available if you are copying a project or WBS.

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.

Baselines options:

Select the Include option for each baseline with data that you want to copy to the project. This option is only visible if you are copying a project or template.

Enable publication for copied projects option

Determines whether to enable the Enable Publication option for the pasted copies of the projects. This option is only visible if you are copying a project or template.

Tips

You can copy multiple projects or WBS elements, or a single EPS element. You cannot copy multiple EPS elements.
You cannot copy and paste a project unless you have the privilege to view costs for a project.
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.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities or EPS.
On the EPS page:
1. Select the project or template to copy, click Row Actions and select Copy.
2. Select an EPS node to paste the project or template into, click Row Actions and select Paste.
On the Activites page:
1. Select the WBS to copy, click Row Actions and select Copy.
2. Select a project or WBS node to past the WBS into, click Row Actions and select Paste.

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