Skip to main content

I was asked this question by a user and I am not sure of the answer. If you copy WBS lines with requirements or allocations and paste them into a different project, and in the paste you do not deselect the option to bring along those resource assignments, do you now have two of each? Or does the original get deleted? Or does the assignment not come along?

Forgive the beginner question. I was off for three months and forgot everything. :-) 

Hi ​@sueann.kendall, if you use a copy/paste and do not unselect the assignment types then yes, both projects would have the same assignments with the same effort amounts.  This is good for when you know that you will have the same resources working on multiple projects.

Hope that helps.

Pam Sargent

NASCO

Thanks, ​@pamela.sargent - so it does NOT create new ones. That’s perfect. Thanks for sharing the use case.

​@sueann.kendall - to clarify the assignments would exist on the original and the new project as it is just copying and pasting and not doing any deleting/removals.  Just wanted to be sure we were both on the same understanding. :)

Perfect. Sure is good to have your experience and expertise to tap into again!

 

Reply


Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com