Copy initiatives in the Scenario Planner
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
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|---|---|
| Adobe Workfront plan* |
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| Adobe Workfront license* |
New: Light or higher Current: Review or higher |
| Product* |
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:
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Copying an initiative places the copy on the same plan as the original initiative.
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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
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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
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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
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Click the Main Menu icon
A list of plans displays.
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Click the name of a plan to open it, then locate the initiatives you want to copy.
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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. -
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. -
(Optional) Update the priority of your newly created initiatives.
For information about prioritizing initiatives, see Update initiative priorities in the Scenario Planner.
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Click Save Plan to save your changes.