Copy year plan/calendar

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:

1. Access the year plan/calendar activities that you wish to copy.
2. Choose the "Duplicate calendar" option from the upper-right menu.
3. Select the company/companies and the year that you want to copy the calendar to 
4. Select whether to add the activities to the existing ones in the selected companies or to replace the existing calendar.
5. Click "Duplicate" to complete the process.
6. 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.