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What happens to copied and pasted resource assignments?

Forum|Forum|4 months ago
July 10, 2025
4 replies
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sueann.kendall
Bronze Active Participant

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. :-)

Best answer by pamela.sargent

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

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pamela.sargent
Bronze Knowledge Guru
Answer
Forum|Forum|4 months ago
July 11, 2025

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

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sueann.kendall
Author
Bronze Active Participant
Forum|Forum|4 months ago
July 11, 2025

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

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pamela.sargent
Bronze Knowledge Guru
Forum|Forum|4 months ago
July 11, 2025

@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. :)

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