Resource Planning Gantt User Guide

• Copy a Single Item

• Copy Multiple Items

Copy a Single Item

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. On the list or Gantt chart, press CTRL/CMD + c on your keyboard to copy
   OR
   Right click the item or item bar and select Copy.

4. Next to the item that was copied, press CTRL/CMD + v on your keyboard to paste.
   OR
   Right click and select Paste.

5. Move or edit the item in the following ways:

   • Edit from Details

     1. On the list or Gantt chart, right click the item or item bar and select the Edit option.

     2. Edit the information.

     3. Click Update.

   • Move to a new category or project using drag and drop.

     1. On the list, click and hold the item.

     2. Move it to the desired location using a drag-and-drop operation.

   • Move the date on the Gantt chart

     1. On the Gantt chart, click and hold the item.

     2. Move the item to a new date using a drag-and-drop operation.

Copy Multiple Items

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. On the list or Gantt chart, press and hold the CTRL/CMD key on your keyboard and click each item.

4. Press CTRL/CMD + c on your keyboard to copy.
   OR
   Move your cursor off of the item and right click, then select Copy.

5. Press CTRL/CMD + v on your keyboard to paste.
   OR
   In the same section, right click and select Paste.

6. Optional: After you have copied the items, move the items in the following ways:

   • Move to a new category or project

     1. On the list, press and hold CTRL/CMD on your keyboard and select each item.

     2. Move the items to the desired location using a drag-and-drop operation.

   • Move the date

     1. On the Gantt chart, press and hold CTRL/CMD on your keyboard and select each item.

     2. Move the items to a new date using a drag-and-drop operation.