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Planview Customer Success Center

When copying a project, some resources are not copied

When resource requests are enabled at the project level, only the resources that are exempt from resource requests can be copied.

A warning message appears at the bottom of the Copy Project dialog box: "Resource requests are enabled at the project level. Only assignments for Resources that are exempt from resource requests will be copied."

The option to exempt resources from resource requests is in User Setup, Resource Information tab.