This user guide explains how to copy year plan/calendar activities to other companies, including to the same company, with specific considerations.
Here are the steps for the year plan copy process:
- Access the year plan/calendar activities that you wish to copy.
- Choose the "Duplicate calendar" option from the upper-right menu.
- Select the company/companies and the year that you want to copy the calendar to
- Select whether to add the activities to the existing ones in the selected companies or to replace the existing calendar.
- Click "Duplicate" to complete the process.
- Verify that the activity has been successfully copied to the selected calendar.
Note: The copy function is only available for activities within the same process. Additionally, users can only copy to a calendar with an "Incomplete" state. Lastly, users have the option to add or replace activities in the destination calendar.