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Copying Projects

This article shows how to copy an existing project to create a new project or to overwrite another existing project.

Overview

There are two Copy Project options: Copy to New and Copy to Existing. They both copy all project fields (attributes) and all assignments (labor and financial) from a selected project to a destination project.

But they do that in very different ways and the results can be very different.

Copy to New operates in the database first and then displays the result in the frontend of ResourceFirst. It creates a new project in the database and copies all project field values and all assignments (if specified) from the source project to the new project.

The Copy to New operation is NOT constrained by the current Funnel data load parameters. It copies ALL assignments with values from ALL periods present in the source project.

Save is NOT required unless values are changed during the session.

Copy to Existing operates in the frontend of ResourceFirst. It copies all project field values and all assignments (if specified) present in the data load from the source project to the specified destination project.

The Copy to Existing operation IS constrained by the current Funnel data load parameters. It copies assignments for data load OBS nodes with values from periods specified in the data load date parameters.

Note: Save IS required on EVERY page affected by the copy – Project Data, (labor) Assignments, and (financial) Assignments.

 [Save is a page specific operation in ResourceFirst. Save issued while on the Project Data page does NOT save changes made on any other page such as Assignments.]

How to Copy Project

1.      Select the source project row on the Project Data page.

2.      Click the Copy Project icon at the upper left of the page.

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3.      Select the desired option.

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Copy to New

Use Case: User HAS rights to create projects and save them to the database.

After steps 1 – 3 above,

4.      Enter the new project name and project OBS node.

5.      Enter the values start date.

6.      Select the data types to copy.

7.      Click the Copy button.

8.      Save is NOT necessary unless you modify values.

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Copy to Existing

Use Case: User does NOT have rights to create projects and save them to the database.
After a portfolio manager has created or approved initiation of a new project, you execute the following steps.

After steps 1 – 3 above,

4.      Select the destination project from the drop down.

5.      Select the data types to copy.

6.      Click the Copy button.

7.      Click the Save icon on the Project Data page.

8.      Navigate to the (labor) Assignments page and click the Save icon.

9.      Navigate to the (financial) Assignments page and click the Save icon.

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Example of data load mismatch

Project Temp A 123 has data in three years (6 half year periods) with assignments in four different resource nodes.

Funnel data load with the following parameters:

Resource node:     Life Sciences

Periods:                 1/1/2020 for 8 Half years

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A person with project Add rights creates project “Copy to Existing”.

A user with project and assignment Save rights does a Funnel data load with the following parameters:

Resource node:     Life Sciences \ Engineering

Periods:                 1/1/2020 for 6 months

The user selects project Temp A 123 on Project Data, does Copy to Existing to the project “Copy to Existing”, and Saves all 3 pages.

When the next data load is the same as the original data load:

Resource node:     Life Sciences

Periods:                 1/1/2020 for 8 Half years

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Result: Only 1 assignment with data for the 1st six months of 2020.

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