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.

Assignment Codes option

Determines whether or not to copy assignment code data.

Secure Assignment 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.

Relationships option

Determines whether to copy relationship data.

Only between copied Activities option

Determines whether to copy relationship data for only the activities being copied. If you select this option, relationships to activities you are not copying will not be included.

Expenses option

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

Activity Codes option

Determines whether to copy activity code data.

If selected, global and project activity codes are copied. EPS activity codes are only copied if the data is pasted within the same EPS node as the data you copied.

Secure Activity Codes option

Determines whether to copy secure activity code data. 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.

Notebook Items option

Determines whether to copy notebook data.

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. This option is only available if you are copying a project or WBS.

Getting Here

  1. Click Projects.
  2. On the Projects navigation bar, click Activities.
    1. Select the activities to copy, click Row Actions and select Copy.
    2. Select a project or WBS node to paste the activities into, click Row Actions and select Paste.

Last Published Thursday, April 3, 2025