Copy Plans

When a user copies a plan, all of the following items can also be copied:

  • Users assigned to all tasks in the plan
  • Task dependencies for all tasks in the plan
  • ags assigned to all tasks in the plan
  • Work List Event rules for the plan
  • Work List Event rules for the plan
  • Work List Event validations for all tasks in the plan
  • Work List Event validations for all tasks in the plan

To copy a plan:

  1. Select Project from the Navigation pane.

  2. Click Plans for a project.

  3. Select a plan NAME.

  4. Click Copy Plan.

    NOTE: All items are enabled for copying by default.

  5. Click a check box to disable it if an item should not be copied.

  6. Click Edit.

    View the field descriptions for the Copy Plan page

  7. Enter a suffix in the Task Copy Suffix field if the names of all copied tasks should have a suffix.

  8. Enter a name for the copied plan in the Name field to change the default value, if necessary.

  9. Click Save.

  10. Click Copy Plan; a confirmation message displays.

  11. Click Ok.

This copy displays on the Plan page and can be used like any other plan.

NOTE: The user who clicked Copy to create the copy of the plan is granted access to the newly created plan. The plan is copied to the same project as the original plan and is added to the Plan security definition.