The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.
TWiki> CurrentEN Web>UserDocumentation>UserModules>CopyScheduleMOD0099J9

Copy Schedule MOD0099J9

Access path

From DB 39.5.13

From DB 39.5.9

  • Multi-Project Management NEW Planning New project Schedule Confirm the Is a schedule to be copied in? dialog message with Yes Copy schedule
  • Multi-Project Management NEW Planning Multi-Project Board Projects New project button Schedule Confirm the Is a schedule to be copied in? dialog message with Yes Copy schedule
  • Multi-Project Management NEW Planning Multi-Project Board Projects Open project without schedule Schedule Right-click on the project header Select the Copy schedule context menu command Confirm the Is a schedule to be copied in? message with Yes Copy schedule

    • Up to DB 39.5.9

  • Multi-Project Management New project Schedule Confirm the Is a schedule to be copied in? dialog message with Yes Copy schedule
  • Multi-Project Management Multi-Project Board Projects New project button Schedule Confirm the Is a schedule to be copied in? dialog message with Yes Copy schedule
  • Multi-Project Management Multi-Project Board Projects Open project without schedule Schedule Right-click on the project header Select the Copy schedule context menu command Confirm the Is a schedule to be copied in? message with Yes Copy schedule

    • Information

    • This module enables you to copy default schedules from template projects (projects with Status = 0) or schedules from already existing, active projects (projects with Status = 1) to newly created projects or complementarily to already existing projects.
      • You can copy entire schedules or only parts of them.

    Copy entire schedule

    • Open the Schedule module in the target project by clicking on the tab of the same name.
      • If the project does not yet contain any tasks, the Is a schedule to be copied in? query is displayed immediately. Answer it with Yes.
      • If the project already contains tasks, right-click on the project bar and select the Copy schedule context menu command.
        • The Copy Schedule module is opened at the bottom of the panel.
        • Select the required project from the listbox.
        • Start the copy process by Clicking on the Copy schedule button.
        • The schedule which has been copied to the project is displayed and can be edited.
          • If the schedule is not copied complementarily, the functional task IDs are adjusted automatically.

    Copy part of a schedule

    From DB 39.5.7

    • Open the Schedule module in the target project by clicking on the tab of the same name.
      • If the project does not yet contain any tasks, the Is a schedule to be copied in? query is displayed immediately. Answer it with Yes.
      • If the project already contains tasks, right-click on the project bar and select the Copy schedule context menu command.
        • The Copy Schedule module is opened at the bottom of the panel.
        • Select the required project from the listbox.
        • Mark the required tasks and click on the Copy schedule button.
          • NEW If the part to be copied contains links to tasks that are not to be copied, this is indicated by a message. After confirming the message, the marked tasks are copied as required, however, without links that lead to the tasks which are not to be copied.

    Up to DB 39.5.7

  • Open the Schedule module in the target project by clicking on the tab of the same name.
    • If the project does not yet contain any tasks, the Is a schedule to be copied in? query is displayed immediately. Answer it with Yes.
    • If the project already contains tasks, right-click on the project bar and select the Copy schedule context menu command.
      • The Copy Schedule module is opened at the bottom of the panel.
      • Select the required project from the listbox.
      • Mark the required tasks and click on the Copy schedule button.
        • If the part to be copied contains links to tasks that are not to be copied, these links are not copied.

    • Notes

    From DB 39.5.10

    • It is possible to copy additively from a number of copy sources in succession.
    • Which data is copied is determined by the customizing.
      • Durations, resource assignments, links, todo items, task notes, and NEW todo item notes are copied along by default.
    • By default, the technical task IDs are created automatically when copying a schedule. If you want them to be copied like the functional task IDs as well, the customizing of the Copy Schedule module must be adjusted individually. For the procedure, click here.
    • The following applies to structured projects: If a schedule is to be copied to one of the subprojects, this can as well be done from the main project. For this purpose, it is not necessary to open the subproject separately.

    From DB 39.5.8

  • Which data is copied is determined by the customizing.
    • Durations, resource assignments, links, todo items, and task notes are copied along by default.
  • By default, the technical task IDs are created automatically when copying a schedule. If you want them to be copied like the functional task IDs as well, the customizing of the Copy Schedule module must be adjusted individually. For the procedure, click here.
  • NEW The following applies to structured projects: If a schedule is to be copied to one of the subprojects, this can as well be done from the main project. For this purpose, it is not necessary to open the subproject separately.

    • From DB 39.5.7

  • Which data is copied is determined by the customizing.
    • Durations, resource assignments, links, todo items, and task notes are copied along by default.
  • By default, the technical task IDs are created automatically when copying a schedule. If you want them to be copied like the functional task IDs as well, the customizing of the Copy Schedule module must be adjusted individually. For the procedure, click here.
  • NEW The following applies to structured projects: If a schedule is to be copied to one of the subprojects, the respective subproject must be opened separately for this purpose. When attempting to copy a schedule for a child project in a parent project, a message is displayed.

    • Up to DB 39.5.7

  • Which data is copied is determined by the customizing.
    • Durations, resource assignments, links, todo items, and task notes are copied along by default.
  • By default, the technical task IDs are created automatically when copying a schedule. If you want them to be copied like the functional task IDs as well, the customizing of the Copy Schedule module must be adjusted individually. For the procedure, click here.

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