Copy a resource assignment
Copy an existing resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.
Before you begin
Role required: resource_user, resource_manager, it_project_manager
About this task
Copying a resource assignment opens a new assignment form with values from the source such as named resource or resource attributes, planning item link, date range, and the allocated effort. You can modify any field before saving. The copy is an independent record, any changes to the copy don't affect the source, and later changes to the source don't flow into copies that are already created.
- The same resource continues onto a follow-on phase of work with a different date range or allocated effort.
- A different resource takes on a comparable block of work and you want a fast starting point.
- You want to split a single assignment into multiple shorter assignments by copying, then adjusting dates and effort on each.
Copy is not a substitute for split or reassign. Copying creates an independent new assignment rather than redistributing the original.
Procedure
-
Select the Resource cards icon (
) from the menu and open a resource card.
-
Select the row context menu (
) for the required task and select Copy resource assignment.
Copy Resource Assignment form opens with values inherited from the source assignment.
Result
A new resource assignment is created. The source assignment is unchanged.