Copying Projects

Overview

There are two Copy Project options: Copy to New Project and Copy to Existing. They both copy all project fields (attributes) and all assignments (labor and financial) from a selected project to a destination project.

But they do that in very different ways and the results can be very different.

Copy to New operates in the database first and then displays the result in the frontend of ResourceFirst. It creates a new project in the database and copies all project field values and all assignments (if specified) from the source project to the new project.

The Copy to New operation is NOT constrained by the current data load parameters. It copies ALL assignments with values from ALL periods present in the source project.

Save is NOT required unless values are changed during the session.

Copy to Existing operates in the front end of ResourceFirst. It copies all project field values and all assignments (if specified) present in the data load from the source project to the specified destination project.

The Copy to Existing operation IS constrained by the current data load parameters. It copies assignments for OBS nodes present in the current data load with values from periods specified in the data load date parameters.

Note: Save IS required on EVERY page affected by the copy Project Data, (labor) Assignments, and (financial) Assignments.

[Save is a page specific operation in ResourceFirst. Save issued while on the Project Data page does NOT save changes made on any other page such as Assignments.]

How To

Copy Project

Step 1.  Select the source project row on the Project Data page.

Step 2.  Click the Copy Project icon at the upper left of the page.

Step 3.  Select the desired option.

Copy to New

Use Case: User HAS rights to create projects and save them to the database.

After steps 1 to 3 above,

Step 4.  Enter the new project name and project OBS node.

Step 5.  Enter the values start date.

Step 6.  Select the data types to copy.

Step 7.  Click the Copy button.

Step 8.  Save is NOT necessary unless you modify values.

Copy to Existing

Use Case: User does NOT have rights to create projects and save them to the database.
After a user authorized to create projects has created or approved initiation of a new project, you execute the following steps.

After steps 1 to 3 above,

Step 4.  Select the destination project from the drop down.

Step 5.  Select the data types to copy.

Step 6.  Click the Copy button.

Step 7.  Click the Save icon on the Project Data page.

Step 8.  Navigate to the labor Assignments page and click the Save icon.

Step 9.  Navigate to the financial Assignments page and click the Save icon.