Copying Activities to Another Project While Maintaining WBS Structure

Copying Activities to Another Project While Maintaining WBS Structure

Goal:  How to copy activities to another project while maintaining their WBS structure in the new schedule.

  1. Open both the source and destination projects.
  2. Select, Project, WBS
  3. Highlight the WBS level(s) which contain the activities and lower WBS levels which are to be copied to the second project.
  4. Select, Edit, Copy.
  5. Move the cursor to the desired WBS location within the destination project.
  6. Select, Edit, Paste.
  7. The following screen with the ‘Copy WBS Options’ will be displayed:
    • copyingActivitiesToAnotherProjectWhileMaintainingWbsStructure_part1
  8. Ensure that ‘Activities’ is ticked and hit ‘OK’
  9. A second ‘Copy Activity Options’ screen will appear:
    • copyingActivitiesToAnotherProjectWhileMaintainingWbsStructure_part2
  10. Select the relevant options as needed.

The WBS structure and the associated activities will be pasted into the new project.

Hot Keys and Icon Definitions for Project Management

Hot Keys and Icon Definitions for Project Management

ALT – F: File Menu
ALT – N: New… or Crtl+N
ALT – O: Open… or Crtl+O
ALT – S: Close All or Crtl+W
ALT – L: Login as a Different User…
ALT – U: Page Setup…
ALT – V: Print Preview
ALT – P: Print… or Ctrl+P
ALT – A: Project Architect…
ALT – I: Import…
ALT – E: Export…
ALT – H: Check In…
ALT – K: Check Out…
ALT – T: Import from Expedition
ALT – C: Select Project Portfolio…
ALT – M: Commit Chang
ALT – R: Refresh Data or <F5>
ALT – 1, 2, 3 or 4: Each number will correspond to the last four projects that were Opened.
ALT – X: Exit

 
 
 

ALT – V: View Menu
ALT – O: Layout
ALT – B: Bars…
ALT – L: Columns…
ALT – M: Timescale…
ALT – T: Attachments

  • ALT – C: Curtain
  • ALT – T: Text

ALT – A: Activity Network

  • ALT – N: Activity Network Options…
  • ALT – P: Open Network Positions…
  • ALT – E: Save Network Positions…

ALT – Y: Bottom Layout Options…
ALT – F: Filters
ALT – G: Group and Sort…
ALT – W: Show on Top

  • ALT – A: Activity Table
  • ALT – G: Gantt Chart
  • ALT – U: Activity Usage Spreadsheet
  • ALT – C: Activity Network

ALT – H: Show on Bottom

  • ALT – N: No Bottom Layout
  • ALT – D: Activity Details
  • ALT – A: Activity Table
  • ALT – G: Gantt Chart
  • ALT – U: Activity Usage Spreadsheet
  • ALT – S: Resource Usage Spreadsheet
  • ALT – P: Activity Usage Profile
  • ALT – R: Resource Usage Profile
  • ALT – T: Trace Logic

ALT – I: Hint Help
ALT – E: Expand All
ALT – C: Collapse All
ALT – R: Toolbars

  • ALT – V: Navigation Bar
  • ALT – G: Navigation Bar Button Text
  • ALT – D: Directory
  • ALT – T: Directory Button Text
  • ALT – C: Command Bar Button Text
  • ALT – A: Activity Toolbar
  • ALT – S: Status Bar

ALT – K: Back
ALT – D: Forward
No Associated Hotkey: Home

 
ALT – E: Edit Menu

ALT – U: Cut or Crtl+X
ALT – C: Copy or Crtl+C
ALT – P: Paste or Crtl+V
ALT – A: Add or <Ins>
ALT – D: Delete or <Del>
ALT – O: Dissolve
ALT – I: Assign
ALT – R: Resources…
ALT – L: Resources by Role…
ALT – O: Roles…
ALT – C: Activity Codes…
ALT – P: Predecessors…
ALT – S: Successors…
ALT – K: Link Activities
ALT – W: Fill Down or Crtl+E
ALT – L: Select All or Crtl+A
ALT – F: Find… or Crtl+F
ALT – N: Find Next or <F3>
ALT – R: Replace or Crtl+R
ALT – S: Spell Check… or <F7>
ALT – M: Project Management Sam…
ALT – E: User Preferences…

ALT – P: Project Menu

ALT – A: Activities
ALT – S: Resource Assignments
ALT – W: WBS
ALT – B: Baselines…
ALT – E: Expenses
ALT – D: Work Products and Documents
ALT – T: Thresholds
ALT – I: Issues
ALT – R: Risks
ALT – P: Set Default Project…

 
 

ALT – N: Enterprise Menu
ALT – P: Projects
ALT – N: Enterprise project Structure…
ALT – C: Tracking
ALT – F: Resources
ALT – O: Roles…
ALT – B: OBS…
ALT – S: Resource Codes…
ALT – J: Project Codes…
ALT – T: Activity Codes…
ALT – L: Calendars…
ALT – H: Resource Shifts…
ALT – A: Cost Accounts…
ALT – D: Funding Sources…
ALT – U: Resource Curves
ALT – N: External Applications…

 

ALT – T: Tools Menu

ALT – T: Time Approval…
ALT – E: Top Down Estimation…
ALT – A: Apply Actuals…
ALT – S: Schedule or <F9>
ALT – L: Level Resources… or <Shift>+<F9>
ALT – Z: Summarize

  • ALT – O: Open All Projects
  • ALT – A: All Projects
  • ALT – S: Summary Only Projects

ALT – J: Job Services…
ALT – O: Period Closeout
ALT – G: Global Change…
ALT – M: Monitor Thresholds…
ALT – I: Issue Navigator…
ALT – R: Reports

  • ALT – R: Reports
  • ALT – G: Report Groups…
  • ALT – B: Batch Reports…

ALT – W: Report Wizard…
ALT – P: Publish

  • ALT – P: Project Web Site…
  • ALT – A: Activity Layouts…
  • ALT – T: Tracking Layouts…

ALT – C: Check Project Integrity…
ALT – U: Recalculate Resource Costs…
ALT – N: Set Language…

 

ALT – H: Help Menu
ALT – C: Contents…
ALT – A: About Project Manager…
ALT – B: Suggestion Box!…

 

Icon Definitions:

The following boxes work with the Project & Activity data in the top view.

 
  • project_table – Project Table – Removes the vertical split bar, which eliminates the Gantt chart
  • gantt_chart – Gantt Chart – Replaces the vertical split bar, and shows the Gantt chart.
  • chart_view – Chart View – Shows box relationship and removes the vertical split bar
  • show-hide_bottom_layout – Show/Hide Bottom Layout – Show and removes working tabs on the bottom.
  • bars – Bar – editing for the Gantt view
 
  • columns – Columns – Edit columns by adding, removing, sizing, and control information provided in the column header.
  • timescale – Timescale – Edit the timescale view
  • filter – Filter – Select specific information. Enable you to narrow your selection to a specific data group. Primavera supplies standard filters
 
  • groupandsort – Group & Sort – Grouping activities or projects in categories that share a common attribute. Sort arranges activities, resources or projects with a group
  • projectcode – Project Code – Group multiple projects with identified code fields
  • resourcecodes – Resource Codes – Used to categorize project resources by code classification for roll-up reporting.
  • roles – Roles – Roles in which a resource can reside
 

The following boxes work with the Activity data in the top view.

 
  • schedule – Schedule – Updates progress or reschedules the project immediately according to new information entered. Also, run by pressing F9.
  • level_resources – Level Resources – Automatic process that changes the start of certain activities.
  • progress_spotlight – Progress Spotlight – Highlights activities that should have been worked on during a specific time period
  • zoominout – Zoom in & out – Works in the Activities window with the Gantt chart
  • resourcesbyrole – Resources by Role – All resources assigned to a specific role.
  • predecessor – Predecessor – Before
  • successor – Successor – After
 
  • activity_codes – Activity Codes – Sort and Group activities by activity codes
  • steps – Steps – Add weighted steps within a specific activity
  • work_products_documents – Work Products & Documents – Links to stored file pictures or documents for activities
  • expenses – Expenses – Non-resource cost associated with a project and assigned to activities
  • thresholds – Thresholds – Parameters assigned to a WBS element which monitors the project and generates issues
  • issues – Issues – Identifies problem within a schedule that must be addressed before the project can be complete
  • risk – Risk – Identify risk by name, status, type, priority level, and date it was identified
  • At the top, Choose View – Select the following
    • table_font_rows – Table, Font, and Rows – Edits row height and fonts
 

At the top, Choose Enterprise – Edits Global Information

  • projects – Projects – Goes to the Project window
  • enterprise_project_structure – Enterprise Project Structure – Opens the EPS Editing box
  • tracking – Tracking – Used for resource analysis, histograms and profiles
  • portfolio – Portfolio – Selected group of projects that are added to a custom profile
  • calendars – Calendars – Assigned to all activities in a project
  • activity_steps_template – Activity Steps Template – Templates created to be used across multiple projects
  • cost_accounts – Cost Accounts – Track activity cost and earn value through the project life cycle
  • resource_curves – Resource Curves – How do you want the distribution of cost or unites spread over the duration of an activity.