Copying a project plan

I read Article ID: 3644 in the KB and I am still confused about copying a project plan.

I do not see a "details" tab in my view when I follow the directions as I understand them as written. Perhaps a screen shot or two would make it easier to follow these instructions. The current instructions in that article do not help me at all; I still want to know how to copy a project plan!

Tags project plan waterfallplan
Asked by Steve Strieter on Tue 2/5/19 3:54 PM
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Answer (1)

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Mark Sayers Tue 2/5/19 4:28 PM

Hello Steve,

We will be updating the article you reference as the copy feature is no longer in the location that article states.

You *will* need to have the Windows Plan Manager application downloaded to your computer to perform a plan copy since the copy feature is no longer available from the web version of plan manager.

Once you have downloaded and signed into Windows Plan Manager access the project and plan that you want to copy. Check the plan out, then right click on the top-most row of the plan. You should see a copy option there. Select Copy and go through the prompts on the Copy window to complete that action, and save when you are finished.

Let me know if you have any questions about this process.

Sincerely,
Mark Sayers
TD Support

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