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Planview Customer Success Center

Copying Project Plan

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Here you can copy tasks and assignments from an existing project into the selected one, adding to any that already exist. You can then edit these details as required.

Processing is over a series of steps. As you complete each one, click Next to move on or Previous to go back a step. Click Close to abandon the process.

More:

Step 1. Select Tasks

Step 2. Choose Options

Step 3. Summary