We’re pleased to report that you can now copy and paste from one plan into another plan!
This makes managing your planning templates much easier. You can now keep your templates separately in their own plan, and simply copy and paste a template into a new or existing plan.
As an example, let’s consider residential construction. A builder is working on 3 homes. When a fourth home starts, the builder simply opens his plan that contains his standard planning templates, copies the appropriate one, and pastes it into his active building plan.
When copying and pasting across plans, all links and all resource assignments are copied. If an assigned resource (person) does not exist in the destination plan, the person will be created.