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The Copy
Assignments function is a powerful function permitting
all assignments for a given employee to be copied onto one or
more other employees. The feature is particularly useful when
assignments are based on teams and a new employee joins the team
or switches teams. It is also useful when assignments are primarily
based on job descriptions and a new employee joins the company.
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Note:
When using this function,
existing assignments for the employees receiving the new
assignments are not lost or duplicated.
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To copy one employee's assignments to other employees:
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Click the Copy
Assignments button located above the list of employees.
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In 'Pick
the employee to copy from' list box, select the employee
whose assignments will be copied.
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Select which projects assignment to copy.
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In the 'Copy
Assignments to' list box, select the employee(s)
who will receive the copied assignments.
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Click Apply
to copy the assignments from the employee selected in steps
2 and 3 to the employee(s) selected in step 4.
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Tips:
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If applicable,
review project time and costs budgets where new assignments
were created.
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If using project-based
approval workflows, then you should review these
whenever employees are added to a project.
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EMPLOYEES
Basics
How
to add an employee
Change
password?
Adding
hourly rates for a new employee
Login
access
Complete
Employee Properties
Employee
FAQs
Operational Questions
Free
up a license
Copy
an employee's assignments
Deactivate
an employee
What
is Limited Access?
Approval
workflow
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