Copy Activities (tppss2201m000)

Use this session to copy an activity from a source to a target structure. The target can be the same plan or a different plan. The session can also be used to copy activities across projects.

  • If the target is the same plan you must define the source and the target.
  • If the target is a different plan you define the source, select the Copy Across Plan check box and define the target.
  • If the target is a different project, select the Copy Across Project check box and define the target project.
Note
  • If you want to copy all the activities of a plan, it is easier to copy the entire plan using the Copy Plans (tppss0211m000) session. This session can also be useful for doing simulations.
  • If a material budget line is copied for which a configured generic item is present, the product variant cannot be copied.
  • For PCS items, the product variant is copied only if the budget line is copied within the same project.

If the budget line with a PCS item is copied to another project, the PCS item cannot be copied and must be replaced:

  • If the item originates from a configured generic item, the generic item will replace the PCS item in the new project. The item that replaces the PCS item must be present in the Items - Project (tppdm0505m000) session, otherwise the budget line cannot be copied.
  • If the item is derived from a standard item, the standard item will replace the PCS item in the new project. The item that replaces the PCS item must be present in the Items - Project (tppdm0505m000) session, otherwise the budget line cannot be copied.
  • If the item is not derived from a standard or configured item, the budget line is not copied.

 

Action
Copy Across Project
If this check box is selected, the session copies the activites across projects. The Copy Across Plan check box gets checked automatically.
Copy Across Plan
If this check box is selected, the session copies activities across plans.
Note

The check box gets checked automatically when the Copy Across Project check box is selected.

Copy Budget Data
If this check box is selected, the session will copy the budget data.

The budget data can include:

  • The budget lines of the activity budget or
  • The time-phased budget data (when the target is the active plan)
Copy Activity Relationships
If this check box is selected, the activity relationship are also copied.
Copy Dates
If this check box is selected, LN copies the dates depending on the value of the Date Selection field.
Date Details
Date Selection
Select the dates of the activity you want to copy.

You have the following options:

  • Source Dates
    Use this option to copy the dates from source activity. The dates are rolled up in the target plan.
  • Parent Dates
    Use this option to use the dates of the parent target activity.
  • Planned Date
    Use this option to use the date specified in the Date field.
Date
Specify the start date of the target activity.
Source
Project
The code that uniquely identifies the project from which you want to copy the activity.
Plan
The code that uniquely identifies the plan from which you want to copy the activity.
Activity
The code that uniquely identifies the activity that you want to copy. The structure under the activity also gets copied.
Project Location
The location of the project from which you want to copy.
Version
The version of the time-phased budget from which you want to copy.
Target
New Activity
The code that uniquely identifies the activity that you want to copy the data to.
Parent Activity
The element in the activity structure that encompasses the activity to which you want to copy.
Project Location
The location of the project to which you want to copy the activity.
Plan
The code that uniquely identifies the plan to which you want to copy the activity.
Version
The version of the time-phased budget to which you want to copy the activity.
Create New Activities With Incremental Code
If this check box is selected, and the target activity has same code as the source activity, a new activity with an incremental code is created.

If this check box is not selected, the copying process stops and a report is generated stating that the activity with the same code is already present.

Note

The check box is available only if the Copy Across Project or the Copy Across Plan check box is selected.

Conversion Factors
The conversion factor for the item.

Allowed values

  • Yes
    LN copies the conversion factors to the target item, and approves them directly.
  • No
    LN copies the conversion factors to the target item. However, you must use the Conversion Factors (tcibd0103m000) session, to approve the conversion factors manually.
  • Not Applicable
    LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.

 

Copy
Copies the activities from a source to a target structure.