Copy and Move Positions and Levels

This section explains how to copy and move Positions and Levels within the Project Budget Calculation page.

Copying Positions and Levels

Within COSMO Project Manufacturing, it is possible to copy Positions from one project to another. When a Position is copied, the subordinate Levels can be copied with it.

Search Project Lines Page

In the Project Budget Calculation, select the position to which the position or positions are to be copied before running the function and then choose the Copy from action on the Home menu. In the Search Project Line request page, enter the project information to copy. The Search Project Lines page opens with all suitable results.

Choose the New Search action to start a new search for the project copy, the Position Card action to open the Position Card for the selected project line, and the Planning and Processing action to open the Project Planning and Processing page for the select project line.

The fields at the top of the page are described in the following table.

Field Group Field Description
Options Type Specifies which lines are copied from project to project. The options are:
- Selected Positions: Copies multiple selected lines and transfers all to the same target level of the project line.
- Selected position(s) incl. substructure: Copies multiple selected parent lines with sub-structures.
-- If selected lines are part of the same structure, only the topmost line will be considered as valid, the other will be ignored, as they will be copied as part of the substructure anyway.
-- If selected lines have different levels/indentations, they will be changed to fit directly under the selected destination Project Budget Line, while preserving the substructure.
- All positions: Copies all lines.
Recalculate costs and prices Specifies whether the costs, prices, or costs and prices of the source project lines are recalculated in the new project lines.
Copy Process planning lines Determines if any process planning entries for the source project lines will be copied to the new project lines.
Resource Assignments Determines if the resource assignments of the source project lines will be copied to the new project lines. Accessible if the Process planning lines toggle is turned on.
Additionally, adds assigned, unblocked resources to the Project Team if not already existing.
Calculation Schedules Determines if calculation schedules attached to the source project lines will be copied to the new project lines.
Checklists Determines if checklists attached to the source project lines will be copied to the new project lines.
Used with the COSMO Discrete Manufacturing integration. For more information, see Integration of COSMO Discrete Manufacturing.
Document BOMs Determines if document BOMs attached to the source project lines will be copied to the new project lines.
Used with the COSMO Discrete Manufacturing integration. For more information, see Integration of COSMO Discrete Manufacturing.

Copy Project Structure

To copy positions and levels from one project to another, follow these steps:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Projects, and then choose the related link.

  2. Locate and select the project to which the structure will be copied.

  3. On the Home menu, choose the Budget Calculation action.

  4. On the Home menu, choose the New Position action.

    Note

    At least one Position must exist before a structure can be copied.

  5. On the Home menu, choose the Copy from action.

  6. On the Project FastTab, enter the project number to be copied in the No. filter field.

  7. Enter other filters as needed and then choose the OK button. Results that match the filtering criteria are displayed in the Search Project Lines page.

  8. In the Search Project Lines page, choose settings in the top of the page to determine if all lines or selected lines are copied, as well as what other information from the source project is to be included.

  9. Select the line or lines to be copied and then choose the OK button. The lines are integrated at the current project WBS position.

  10. If additional lines need to be copied, add additional positions and then repeat steps 5–8.

Note

Complete project structures can also be copied from one project to another using the Copy Project function.

Moving Positions and Levels

It is possible to move Positions and Levels in the Project Budget Calculation page. On the Actions menu, choose the Move menu and then choose the direction and degree of the move. The options are:

  • Up (from one Position)
  • Down (from one Position)
  • Outdent (move out a Level)
  • Indent (move in a Level)

Additionally, positions and related substructures can be moved using the Move Position function. In the Project Budget Calculation, select the position to move. On the Actions menu, choose Functions > Move Position. The Project Lines page opens with all project positions. Select the position to where the selected position is to be moved and then choose the OK button. The position and related substructures are inserted at the same level in which it was moved.

See Also

Project Budget Calculation Page
Project Planning and Processing Page


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