Copying and Pasting Investments

In Sheila's planning, various elements are repeated, for example, the items Registration, Booth Costs and Travel Expences are needed again and again for tradeshows. Instead of creating these recurring items manually and individually, Sheila copies and pastes them back into the investment plan. This saves her time.

Copying a category or sub-category will automatically copy the contents of that selection, including any items within it.

When copying, you can choose between the following options:

  • Marketing investment only: This gives you the option to copy only the category, sub-category or line item. For categories and sub-categories all contained marketing investments are copied as well. The attributes (in the Details panel) and the column cells of the copy will be empty or set to default .

  • Marketing investment and Attributes: This gives you the option to copy the category, sub-category or line item. For categories and sub-categories all contained marketing investments are copied as well. Additionally, existing attributes in the Details panel are copied, but the column cells of the copy will be empty.

  • Category Structure, Attributes, and Cell Values: This gives you the option to copy the category, sub-category or line item. For categories and sub-categories all contained marketing investments are copied as well. Additionally, existing attributes in the Details panel and cell values are copied.

Choose the option that gives you the least amount of rework.

Example

For a trade show, the line items and their attributes will likely be very similar. However, due to the event locations, travel costs will vary. In addition, costs will be incurred in different months due to event timing spread throughout the year. The Copy the marketing investment and its existing attributes option therefore probably makes the most sense here.

However, if the same or at least similar costs have to be planned for similar marketing investments throughout the year, it makes sense to select the option Copy the marketing investment, its attributes and any cell values it contains.

Copied categories, sub-categories and line items can be pasted only within the source investment plan.

If you want to paste a copied marketing investment, right-click on the category or sub-category where you want to paste the copy. The copy is then created as a sibling element to the clicked marketing investment.

The copied selection will have “Copy of” in front of the original name. To rename the selection, double-click the marketing investment/Line item and enter the new name.

  1. Go to the Investments tab and open the investment plan in which you want to copy a category, sub-category or line item.

  2. Right-click the category, sub-category or line item you want to copy.

  3. In the displayed menu, hover over Copy Row.

    When you hover over Copy Row, you will see it expand into three new selections in the form of a drop-down.

  4. Select the option you want to use for copying. For information on these options see Copy Options.

  5. Right-click a marketing investment that will be a sibling to the copied marketing investment. For information on these options see Paste Options.

  6. In the displayed menu, click Paste Row.

A copy of the source investment is created. The copied selection will have “Copy of” in front of the original name.