Duplicating a resource plan

If you want to create a resource plan that shares information with an existing plan, you can save yourself some data entry by duplicating the existing plan. For each new resource plan, Infor Public Sector duplicates the existing plan’s dates, resources, activities, and inspections. For example, you might want to create a new resource plan for a new year by duplicating the plan from an earlier year.

  1. Select Work Management > Planning > Lookup Resource Plans.
  2. Look up the resource plan that you want to duplicate.
  3. Select the correct resource plan.
  4. Click Action and select Duplicate Plan.
  5. Type a unique identification code for the new plan in the Plan field.
  6. Type a description of the new plan in the Description field.
  7. Click Save.
    Infor Public Sector creates a new resource plan with the same dates, resources, activities and inspections as its source and shows the new plan in the Results grid.