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.

Field Information

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 is 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 Start Date field.
Start 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.

Activity Manager

The activity manager associated with the project activity.

Note: 
  • If this value is not specified, Infor LN considers the activity manager specified for the source project activity.
  • The specified employee must be defined in the Employees - General (tccom0101m000) session.
  • Infor LN checks the employment status based on the Last Date of Employment specified in the Employees - People (bpmdm0101m000) session. If the employee is currently not employed, Infor LN displays a notification message. However, you can continue by adding the employee as the activity manager.
  • If this value is not specified, Infor LN copies the activity manager from the project activity being copied from, only when the activity manager is an employee.
Description

The description or name of the code.

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.
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