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.

Funding Sources option

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

Issues option

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

Risks option

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

Activities option

Determines whether to copy activity data.

Notebooks option

Determines whether to copy project notebook data.

WBS Milestones option

Determines whether to copy WBS milestone data.

High Level Resource Planning Assignments option

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

Reports option

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

Summary Data option

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

Project Codes option

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

Secure Project Codes option

Determines whether to copy secure project codes. This option is only visible if you are copying a project or WBS. 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.

Activity Data options:

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.

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.

Expenses option

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

Notebook Items option

Determines whether to copy notebook data.

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.

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.

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. 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.

Tip:

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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