You can copy an entire resource or role assignment row from one WBS or project to another in the Resource Planning spreadsheet on the Plan Resources page.
To copy a resource or role assignment row
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- In the Filter by field, click
to select the project, project code, portfolio, resource, resource team, resource code, role, or role team by which you want to filter resource planning data.
- Expand the project or WBS that contains the assignment row you want to copy, then select the assignment row.
- Do one of the following:
- Click
at the top of the spreadsheet.
- Press CTRL + C.
- Right-click and choose Copy.
- Select the WBS or project where you want to paste the assignment row you copied.
- Do one of the following:
- Click
at the top of the spreadsheet.
- Press CTRL + V.
- Right-click and choose Paste.
Note: You cannot copy a locked resource or role row.
You can copy a resource or role assignment row in the same WBS or project; however, when you copy a resource row in the same WBS or project, it copies all information except the resource field. You can assign another resource to the row.
To move a resource or role assignment row
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- In the Filter by field, click
to select the project, project code, portfolio, resource, resource team, resource code, role, or role team by which you want to filter resource planning data.
- Expand the project or WBS that contains the assignment row you want to copy, then select the assignment row.
- Do one of the following:
- Click
at the top of the spreadsheet.
- Press CTRL + X.
- Right-click and choose Cut.
- Select the WBS or project where you want to paste the selected resource or role row.
- Do one of the following:
- Click
at the top of the spreadsheet.
- Press CTRL + V.
- Right-click and choose Paste.
Note: You cannot move a locked resource or role row.