Copying Assignments

This article shows how to copy one or more assignments from one project to another.

Overview

The user can select one or more saved assignments on an assignment page and copy them to another project. All field and period values are copied (except assignment ID). The resulting assignments have no AID until they are saved.

Labor, Financial, and Asset assignments can be copied.

Scenario and Open request assignments cannot be copied.

How To

Step 1: Click the selection checkbox at the left of all the rows you want to copy.

Step 2: Click the Copy Assignment icon at the left of the page toolbar.

Step 3: Select the destination project in the Copy to Project dialog.

You can type ahead any string in the destination project name or select it from the drop down list.

Step 4: Click the Copy button.

The new assignments appear on the page in the current sort order.
If the default sort order is in effect (no user sort), the new assignments appear at the top of the grid.
They appear initially even if the target project is not visible on the page because of a current filter. The filter will be applied if there are any view layout changes.