Cutting, Copying, and Pasting Data
Use the standard Cut, Copy, and Paste features to save time while working with a variety of items in the application. For example, you can copy an entire resource or role assignment table row from one project to another in the resource planning spreadsheet on the Resource Planning page. Instead of creating a new user from scratch, administrators might add a new user by simply copying and pasting an existing entry on the Users page for a similar user.
The steps for copying and pasting the following types of data in the application are essentially the same:
- individual field and cell values
- activities, including their steps and other associated data items
- projects, including their WBS, activities, steps and other associated data items
- EPS nodes, including their project & WBS data and activity data
- resource and role assignments
- user accounts and their associated data items
- global and project security profiles, including their privileges
- currencies, funding sources, calendar data, project codes, activity codes, and other enterprise data supporting copy and paste functionality
- scheduled reports
Note: The list above is not meant to represent all areas of the application supporting this feature. Cut, Copy, and Paste functionality is generally supported when these commands appear in a toolbar or shortcut (right-click) menu. Be aware, however, that there are exceptions. For example, you cannot copy and paste a project unless you have the privilege to view costs for a project.
To copy and paste a value:
- Right-click on a row in a table and choose
Copy (Ctrl+C) to copy the data item. To remove the original item instead of creating a copy, choose Cut (Ctrl+X). In fields, select the entire cell value or just a portion and then right-click and select Cut or Copy. - Navigate to the supported destination for the new copied item, right-click, and choose
Paste (Ctrl+V). The supported destination should be compatible in order for the copied data to paste successfully. For example, a row in a table pasted as a row in another table, or a date-time field value pasted into another date-time field. Note: Hold down the Ctrl key while clicking to select multiple rows in a table. Hold down the Shift key to select contiguous rows.
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