Copy a Plan from One Client to Other Clients
With the Copy to Clients command, you can copy a plan from one client to other clients. You can also use this command to duplicate a plan for a particular client.
You must have Editor or Owner client permission to perform this action. For more information about your assigned permission, contact your Subscription Administrator or another user with Owner client permission. See also, Permissions.
- On the Plans tab of the Edit Client page, click the ellipsis icon next to the plan you want to copy to other clients.
- On the shortcut menu, click Copy to Clients. The Plans tab now displays a table of all the clients you can send a copy of the plan to. Note that you can sort and filter the client records in this table just as you can on the Clients page.
- Click the check box next to the client(s) who will receive a copy of this plan.
- After selecting the client(s) who will receive a copy of the plan, click Copy (or to cancel the operation, click Cancel).
For all clients who received the copied plan, be sure to open the copied plan and make the necessary changes to the Assumptions and other client-specific data in the Planner.
Plan Naming Conflicts
If a target client (a client receiving a copy of the selected plan) already has a plan with a name identical to that of the plan being copied, the name of the copied plan name is appended with a sequential number before being copied to the target client. For example, if you are copying “SamplePlan” from Client A to Client B, and Client B already has a plan named “SamplePlan”, the copied plan is automatically renamed to “SamplePlan1” and added to Client B’s plan list. This same rule applies if you copy a plan from a client (Client A) to the same client (Client A).