Copying and Pasting a Planning Element

You can copy one or more elements completely, including its sub-elements, and paste it as new planning activities. While copying it, you specify which attachments (such as timelines, tasks, or file attachments, for example) are to be copied.

Also note that you cannot copy planning activities with blanket or release orders. For information on blanket orders and release orders, refer to chapter Purchase Orders (POs) .

1. Click in the sidebar navigation > Planner and select in the module navigation either > Calendar or > Budget.

You switch to the selected view. The tree structure is displayed.

2. In the tree structure, navigate to an element that you want to copy.

3. If you want to cut and paste multiple elements, select the elements:

   • Hold down the CTRL key or CMD key and click on each element to be copied:

   All clicked elements will be selected.

   • Hold down the SHIFT key and click on the first and the last element to be copied:

   The first element, the last element, and all elements in between are selected.

4. Right click an element and select Copy from the context menu.

The Annexes to copy dialog box appears.



5. Specify which attachments are to be copied by activating the relevant checkboxes.

Note: Only dimensions for which the Copyable checkbox has been activated and that the user can access are copied.

6. Click OK.

7. Open the context menu for the new parent element below which you want to paste the copied elements.

8. Click Paste.

The copies of the elements, including existing sub-elements and the selected attachments, are added below the new parent element. The element sequence is preserved.