Copy Project Options Dialog Box

Overview

Use this dialog box to select the project data that will be copied along with the project.

Screen Elements

Project & WBS Data options:

Documents option

Determines whether to copy document data to the project.

Funding Sources option

Determines whether to copy funding source data to the project or template.

Issues option

Determines whether to copy issue data to the project.

Risks option

Determines whether or not to copy risk data to the project or template.

Activities option

Determines whether to copy activity data to the project or template.

Notebooks option

Determines whether to copy project notebook data to the project or template.

WBS Milestones option

Determines whether to copy WBS milestone data to the project or template.

High Level Resource Planning Assignments option

Determines whether to copy high-level resource planning assignment data to the project.

Reports option

Determines whether to copy report data to the project.

Summary Data option

Determines whether to copy summary data to the project.

Activity Data options:

Activity Codes option

Determines whether to copy activity code data to the project or template.

Expenses option

Determines whether to copy expense data to the project or template.

Activity Notebooks option

Determines whether to copy activity notebook data to the project or template.

Relationships option

Determines whether to copy relationship data to the project or template.

Resource and Role Assignments option

Determines whether or not to copy resources and role assignment data to the project or template.

Steps option

Determines whether to copy step data to the project or template.

Financial Period Data option

Determines whether to copy financial period data to the project.

Baselines options:

Select the Include option for each baseline with data that you want to copy to the project.

Tips

  • You can only copy and paste one project at a time.
  • You cannot copy and paste a project unless you have the privilege to view costs for a project.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Right-click a project and select "" Copy (Ctrl+C).
    2. Right-click and select "" Paste (Ctrl+V).

Related Topics

Cutting, Copying, and Pasting Data


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