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Copy or move a resource or role row from one WBS or project to another

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

  1. From the Resources action menu in the global navigation bar, choose Plan Resources.
  2. 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.
  3. Expand the project or WBS that contains the assignment row you want to copy, then select the assignment row.
  4. Do one of the following:
  5. Select the WBS or project where you want to paste the assignment row you copied.
  6. Do one of the following:
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

  1. From the Resources action menu in the global navigation bar, choose Plan Resources.
  2. 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.
  3. Expand the project or WBS that contains the assignment row you want to copy, then select the assignment row.
  4. Do one of the following:
  5. Select the WBS or project where you want to paste the selected resource or role row.
  6. Do one of the following:
Note: You cannot move a locked resource or role row.