Copying tasks and projects

Summary: In LYNX-X, a project manager can reuse work that already exists: copy tasks inside a project or into another project with Ctrl+C and Ctrl+V, or copy a whole project from the Project list.

Applies to

Before you start

• A copied task brings its skills, its resources, its duration and its cards with it. Give the tasks all of that before you copy them, and every copy starts complete.
• Pasted tasks are not kept until you select Save on the project window's left rail. To throw a paste away, close the project tab and answer Revert.

Procedure

Copying tasks inside a project

1. In the LYNX-X project window, select the task to copy. To copy several, Shift-click the last task of a range, or Ctrl-click single tasks. A tick column shows how many are selected.
2. Press Ctrl+C.
3. Select the task the copies should follow, and press Ctrl+V.

The copies appear directly below that task, without IDs until you save. Adding tasks to a project plan shows a worked example.

Copying tasks into another project

1. In the LYNX-X project window of the source project, select the tasks and press Ctrl+C.
2. Open the other project from Portfolio > Project list (select its row, then Open).
3. Select the task the copies should follow, and press Ctrl+V.
4. Check the dependencies of the pasted tasks, then select Save.

Copying a whole project

1. In LYNX-X, select Portfolio > Project list.
2. Click the project's row to select it.
3. Right-click the row and select Copy project.
4. Type an ID for the copy and select OK.
5. Check the suggested name: it is the copied project's name with a number, such as *Sample Project (1). Change it if you like, and select OK.

Expected outcome

• Copied tasks keep their skills, resources, durations and cards. Inside one project, they also keep their links to each other and to the tasks around them. In another project, they keep only their links to each other.
• A copied project appears on the Project list as Not started, with the original's dates, tasks, durations, dependencies and skill assignments. Its tasks are numbered with the new project ID. A copy of a buffered project keeps its buffers, and a copy of a released project keeps the progress of its tasks.

Additional information

LYNX-X does not import or export project files. To bring a project in from a file, use the import in LYNX Scheduler for that step: see Importing an external project.

To start a project from a plan you reuse often, keep that plan as a template instead: see Creating a project template.

Troubleshooting

See also

• Adding tasks to a project plan
• Creating a project template
• Creating a project from a template

Revision history