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Planview Customer Success Center

When copying a project, options to copy resource assignments and billing roles are disabled.

Symptoms

When copying a project, the options
- "Copy Resource assignments into the new project"
- "Copy Resource billing roles onto the new project"
are disabled. 


Reason

Configuration.

Resolution

These options are disabled if there's a resource restriction at the billing office level. In order to enable these copy options, deselect "Enable Resource Restrictions for all initiatives under this cost center" option in billing office configuration (Administration section - Financial Management - Billing Offices).