A new functionality added in Project Operations to copy tasks from the existing projects. This functionality will allow users to copy existing projects as templates. As part of this enhancement a new button ‘Copy Tasks from Project’ will be available when the project release status is still ‘Pending’.
Go to Projects > Projects
Upon clicking “Copy Tasks from Project,” a dialog box prompts the user to select a mandatory “Project ID” from which tasks will be imported. After choosing the desired ID, clicking “Add” initiates the transfer of all existing tasks from the selected project to the currently active project within the Projects form. This process comprehensively replicates all task fields, mirroring the logic employed in the standard “Copy Project” functionality.
‘Generic resource positions’ will be created and assigned to each task copied where the original task has resource assigned. If there is a bookable resource assigned, then the role will be used to create a ‘Generic resource position’ and assign to the new task. It uses the standard logic to generate the position name i.e., Architect 1, Engineer 1 … etc.,
