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Planview Customer Success Center

Copy and Paste

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Here you can take a copy of tasks you have selected and paste them where indicated in the same plan.

•Insert Tasks After identifies the task after which copies of selected tasks are to be inserted. For a long list, key in the first few characters of the task’s identifier, outline, name or start date to narrow the search.

•Assignments determines whether only assignments for specific resources, roles generally, or both, are to be applied.

•Constraints specifies if existing constraints are to be used and set relative to the date you specify next. If not, the tasks will use the plan start date and any predecessors that exist.

•Insert new Tasks from only applies if constraints are copied so they can be set relative to this date. Any tasks starting or ending on a non-working day will be moved to the next working day.

Click Paste to create the specified tasks.