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Moving work within the Primary Work Structure

  • September 23, 2024
  • 4 replies
  • 82 views

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Hey, new to Portfolios administration here.  Is it possible to move PPL level work within the Work Structure?  With Resources, we can cut/paste a resource to a new branch.  However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

4 replies

pamela.sargent
Silver Community Mentor
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  • Silver Community Mentor
  • 106 replies
  • September 23, 2024

@Whit Anthony - when we need to move work we either

  1. Go into work detail and change the value in the Parent Description field, which changes the location within the wbs...or
  2. Use Web Services/ Rest APIs, if we need to move more than a handful. 

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  • Author
  • Silver Active Participant
  • 5 replies
  • September 23, 2024
pamela.sargent wrote:

@Whit Anthony - when we need to move work we either

  1. Go into work detail and change the value in the Parent Description field, which changes the location within the wbs...or
  2. Use Web Services/ Rest APIs, if we need to move more than a handful. 

Thank you @pamela.sargent ! 

We were focusing on the L5 attribute, which happens to be the same value as the Parent Description in our configuration.


pamela.sargent
Silver Community Mentor
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  • Silver Community Mentor
  • 106 replies
  • September 23, 2024

@Whit Anthony - You should be able to cut/paste levels that are not the project level. When you click on it within your Work Structure do you not see the cut option? You would want to cut/paste it at the same level within another branch. So if you cut an L5, with projects underneath of it, then you would need to paste in at another L5 level. 

 


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  • Author
  • Silver Active Participant
  • 5 replies
  • September 23, 2024

@pamela.sargent - Yes, I can cut/paste at any other level.  I didn’t mean to confuse the subject.  Our PPL is L6, so cut/paste L6 Work to another L5 is the only item not permitted.  Updating the Parent Description through a configured screen solved our problem just fine.


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