Copying members

Members can be copied in two ways, through the Members in Hierarchy page and the Group Hierarchy page.

When you copy a schedule line, except for its formula, all its attributes are copied. For formula types other than Intercompany, these are set to Data Entry.

To copy a member:

  1. Select the member to be copied. You can also select multiple members to delete using the standard Windows Ctrl and Shift key combinations such as Ctrl+click and Shift+click.
  2. Click Copy Member.
  3. Specify the number of copies to be made.
  4. Click OK. The members are copied and placed as siblings of the selected member.
  5. Click Save.