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| − | [[Category:HelpBooks]] | + | #REDIRECT [[Category:Copying_resources]] |
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| − | ===Copying resources===
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| − | The Copy Resource Wizard (CRW) is a general framework to copy any resources in the System. Currently it supports copying the following resource types:
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| − | * Questionnaires
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| − | * Questionnaire templates
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| − | * Tasks
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| − | * Products
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| − | * Projects
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| − | * Report templates
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| − | * Diagrams
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| − | * Export
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| − | * Groups
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| − | * Costs
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| − | * Invoices
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| − | How to activate the Copy Resource Wizard of these resources:
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| − | * '''Questionnaires: '''Go to ''Tools -> Questionnaire -> Questionnaire'', select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Questionnaire Templates:''' Go to ''Tools -> Questionnaire -> Questionnaire Template'', select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Tasks:''' Go to ''Tools -> Personal -> My Activities'', select a category that contains items, click on an item, and then click the ‘Copy’ button in the tool bar. You can also go to ''Tools -> Projects and Folders -> Tasks'' and get the whole list of tasks in the System, then click on the item to copy using the ‘Copy’ button in the tool bar.
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| − | * '''Products:''' Go to'' Tools -> Catalogue -> Product'' and select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Projects:''' Go to'' Tools -> Projects and Folders-> Projects'' and select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Report Templates: '''Go to ''Tools -> Report -> Report Template'' and select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Diagrams:''' Go to ''Tools -> Report -> Diagram ''and select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | * '''Data Export Jobs:''' Go to ''Tools -> Data -> Data Export Jobs ''and select an item in the list, then click on the ‘Copy’ button in the tool bar.
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| − | * '''Cost:''' Go to ''Tools -> Administration -> Assets -> Costs'' and select an item in the list, then click on the ‘Copy’ button in the tool bar.
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| − | * '''Invoice:''' Go to ''Tools -> Administration -> Assets -> Invoices'' and select an item in the list, then click on the ‘Copy’ button in the tool bar.
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| − | * '''Groups:''' Go to'' Tools -> HR -> Groups ''and select an item in the list, then click on the ‘Copy’ button in the tool bar
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| − | Once you have clicked the copy button you will be introduced to step 1 of 3 of the copy resource wizard.
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| − | __NOTOC__
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