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Planview Customer Success Center

Copying Deliverables

 

If an existing project has deliverables similar to those required for another one, you can choose to copy them.

 

Source
Destination

identify the project with the required deliverables and the one to which they are to be copied.

Deliverables

lists those for the same project so you can check they are the ones you require.

Copy Settings

determine how the deliverable dates are to be set. These can:

•be offset by the indicated month and day from a selected start date or

•all be set to a single date that you choose.

 

When you save your entries, the deliverables are added as provisional ones, which you can then change as necessary before confirming.