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Copy initiatives in the Scenario Planner

Last update: Fri Sep 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create initiatives by copying existing ones. You can copy initiatives on a plan that you create or on a plan that someone shares with you.

Access requirements

Expand to view access requirements for the functionality in this article.
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ÃÛ¶¹ÊÓƵ Workfront plan*

  • New: Ultimate

  • The Scenario Planner is not available for the new Workfront Select or Workfront Prime plans.

    Current: Business or higher
ÃÛ¶¹ÊÓƵ Workfront license*

New: Light or higher

Current: Review or higher
Product*

  • For the new Workfront plans:

    ÃÛ¶¹ÊÓƵ Workfront

  • For the current Workfront plans:

    ÃÛ¶¹ÊÓƵ Workfront

    ÃÛ¶¹ÊÓƵ Workfront Scenario Planner

For more information, see Access needed to use the Scenario Planner.
Access level Edit access to the Scenario Planner
Object permissions

Manage permissions to a plan

For information on requesting additional access to a plan, see Request access to a plan in the Scenario Planner.

*For information, see Access requirements to Workfront documentation.

Copy initiatives

Consider the following when copying initiatives:

  • Copying an initiative places the copy on the same plan as the original initiative.

  • Copying an initiative copies and adds the following information from the original initiative to the new initiative:

    • Duration
    • Job roles
    • People and Fixed Costs
    • Planned Benefit

  • Copying an initiative can modify the following information for the plan, if the information exists on the original initiative:

    • Required amount of job roles
    • Costs
    • Plan Utilization
    • Job role utilization
    • Net Value

  • Copying an initiative that was created by importing a project or has been published to a project at least once has the following implications:

    • It does not duplicate the project associated with the initiative.
    • It does not connect the copied initiative to the project.
    • It does not modify the Scenario Planner section on the project, for projects that have been published at least once.

    For information about publishing initiatives to projects, see Update or create projects by publishing initiatives in the Scenario Planner.

    For information about creating initiatives by importing projects, see Import projects to plans in the Scenario Planner.

Copy initiatives

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Scenarios.

    A list of plans displays.

  2. Click the name of a plan to open it, then locate the initiatives you want to copy.

  3. Select the box to the left of the initiative or initiatives that you want to copy, then click Copy from the menu that appears at the bottom of the plan.

    Workfront copies the initiatives immediately and places them underneath the last selected initiative.

    The name of the copied initiative is Copy of <Name of original initiative>.

    note note
    NOTE
    Depending on where you insert the new initiatives, the numbers of existing initiatives may change.

  4. Update the name of the copied initiative.

    note tip
    TIP
    We recommend that you always update the name of the initiative to avoid confusion in case you want to copy them again.

  5. (Optional) Update the priority of your newly created initiatives.

    For information about prioritizing initiatives, see Update initiative priorities in the Scenario Planner.

  6. Click Save Plan to save your changes.

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