Preconditions
- Go to “Activities” > “Activity list”
- There are existing activities in your system
Steps
Copying via “Current selection”
- Filter for specific activities and (multi-)select one or several activity/activities in the list
- Click “Copy” at the end of the page
=> “Copy work package” window is displayed, “Current selection” is shown and preselected work packages are listed - Include/exclude specific data (e.g. tasks, milestone markers, …) using the checkboxes on the left
- Select a “Target job” (“to” line)
- Finally, click “OK”
=> The target job is displayed, including the activities copied in the previous step
Copying “From job”
- Without preselecting, click “Copy” at the end of the page
=> “Copy work package” window is displayed, “From job” is shown and no work packages are listed - Select a specific job from the job selector (in the “From job” line)
=> All work packages related to this job are listed for copying - Include/exclude specific data (e.g. tasks, milestone markers, …) using the checkboxes on the left
- Select a “Target job” (“to” line)
- Finally, click “OK”
=> The target job is displayed, including the activities copied in the previous step
Moving work package deadlines
- (Multi-)select the work packages that you want to change the deadlines for and click “Move” at the end of the page
=> “Move deadline” window is displayed - Now you can change the deadline by either selecting
- “Move by” (i.e. deadline will be moved to the future according to number of work days / calendar days specified here)
- “Align time plan to” => (i.e. shift the start or end dates of the selected activities to a specified date, keeping the originally defined time frame/s)
- “Uniform dates” (i.e. all selected work packages will have the same start and/or end dates based on the date(s) defined here)
- Click “Ok”
=> The deadlines have been changed according to your choice
ADDITIONAL INFORMATION
HINT: You can move work packages to other phases via drag & drop.