Creating by duplicating an already existing scheduled item

A new scheduled item can be quickly created by duplicating an already existing scheduled item.

1 From the Project view, Employee view and Calendar menus, right-click on a scheduled item in the calendar, then click on Duplicate. To duplicate several items, select them and right-click on the selection, then, click on Duplicate all.

The duplication window opens.

2 Specify the information:
Field Description
Duplicate... At a specific date

Select At a specific date to duplicate the scheduled item at a specific Date.

If you have selected several items, you can choose:

  • All items on, to duplicate all the selected items on the same day, specified in the Date field.
  • First item starting on, to duplicate the first item (in chronological order) of the selection at the specified Date. The other items will be duplicated identically to the selection.

Example

You have selected 2 scheduled items, one scheduled on a Monday and the other one scheduled on a Wednesday. You duplicate these items by selecting the following options: At a specific date and First item starting on. In the Date field, you specify Tuesday the 27th. The first scheduled item will be duplicated on Tuesday the 27th and the second one on Thursday the 29th.
Duplicate With a range of recurrence

Select With a range of recurrence if you want the duplicated scheduled item to be repeated based on a range of recurrence until a given date, or based on a number of repetitions.

To do so, fill in the following fields:

  • Every (frequency) - Specify the frequency.
  • Period - Select type of period from the drop-down list.
  • Until or Number of repetitions:
    • Select Until to specify a specific date, or
      • Select Number of repetitions to specify a number of repetitions.

Example

You duplicate an item scheduled on October 5, 2020. You select the option With a range of recurrence. You specify a frequency of 2 and choose the Day(s) period until Monday, October 26 (3 weeks later). The scheduled item is therefore duplicated every two days until Monday, October 26.

If, instead of specifying the date of Monday, October 26, you specify the value 10 in the field Number of repetitions, the scheduled item is then duplicated every two days, during 10 repetitions.

If you have selected several items on several different days, then the range between the selected items will be kept during the duplication.
Item status

Select:

  • Keep status, if you want to keep the validated or not validated status of original items during the duplication.
  • Validated, to apply the validated status to all the duplicated items (Validated box checked).
  • Not validated, to apply the not validated status to all the duplicated items (Validated box not checked).
Allowed days

Define whether or not the days not worked of an employee must be taken into account by checking the Allow on Saturdays, Allow on Sundays and Allow on national holidays boxes. These boxes are only taken into account when creating the scheduled item.

The PLG_AUTORISER_LES management rule allows you to check by default these options when creating, duplicating, dissociating or postponing a scheduled item.
Select one or more employees

Specify at least three letters of the code or name of an employee to display the list of relevant employees, then select the employee of your choice. You can add as many employees as you want. The duplicated items will be therefore allocated to the selected employee(s).

If the duplication is performed from the Employee view, the All displayed employees button is shown and allows you to include all employees displayed in the calendar. The employees specified beforehand will be removed.
3 Click on Duplicate.

The selected scheduled items are duplicated and directly displayed in the calendar. Both the duplicated and the original items share the same information, except for the start date, the employee and the validated status.

Tip

To quickly duplicate items, use the shortcuts CTRL + C, to copy a scheduled item and CTRL + V, to paste it in the spot of your choice. If you have selected several items, then the range between those items will be kept during the duplication (taking into account working days).