Difference between revisions of "Category:Copying resources"



Copying resources

The Copy Resource Wizard (CRW) is a general framework to copy any resources in the System. Currently it supports copying the following resource types:

• Questionnaires
• Questionnaire templates
• Tasks
• Products
• Projects
• Report templates
• Diagrams
• Export
• Groups
• Costs
• Invoices

How to activate the Copy Resource Wizard of these resources:

• Questionnaires: Go to Tools -> Questionnaire -> Questionnaire, select an item in the list, then click on the ‘Copy’ button in the tool bar
• Questionnaire Templates: Go to Tools -> Questionnaire -> Questionnaire Template, select an item in the list, then click on the ‘Copy’ button in the tool bar
• 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.
• Products: Go to Tools -> Catalogue -> Product and select an item in the list, then click on the ‘Copy’ button in the tool bar
• 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
• 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
• Diagrams: Go to Tools -> Report -> Diagram and select an item in the list, then click on the ‘Copy’ button in the tool bar
• 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.
• Cost: Go to Tools -> Administration -> Assets -> Costs and select an item in the list, then click on the ‘Copy’ button in the tool bar.
• Invoice: Go to Tools -> Administration -> Assets -> Invoices and select an item in the list, then click on the ‘Copy’ button in the tool bar.
• Groups: Go to Tools -> HR -> Groups and select an item in the list, then click on the ‘Copy’ button in the tool bar

Once you have clicked the copy button you will be introduced to step 1 of 3 of the copy resource wizard.