Admins and owners can centrally transfer schedule data from plan to actual/forecast and vice versa. In the course of this, the data is copied in the desired direction in each case. The following steps are necessary for this:

  1. Right-click on the desired tree level

  2. Select "Transfer values" and then "Transfer activities" to plan" or "Transfer activities to actual/forecast".

  3. Confirm the process with "Confirm".



Additionally overwrite all existing values

With this option you can determine whether already existing dates are to be overwritten in the course of the transfer. If you do not select this option, the transfer will only take place in cells that are empty.



Additionally include all completed activities

Use this option to determine whether activities that have already been completed should also be included in the process. If you do not select this option, the transfer will only apply to activities that are still open.

  

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