Copy an Existing SPM Plan

<< Click to Display Table of Contents >>

Copy an Existing SPM Plan

The following article describes the steps to copy a plan.

 

1.After connecting to a database and there are no plans or there is no open plan, the SPM welcome screen is displayed. Select Copy Plan. Alternatively, when SPM already has an open plan, select Copy Plan on the Plan ribbon. Buttons will be disabled if there are no available plans.

SPM-Copy_Plan_Welcome

SPM-Copy_Plan_Ribbon

2.If a plan is not already open, a list of available plans for the current facility will be shown. Select a plan from the list provided and click Copy.

SPM-Copy_Plan_List

3.A four-step wizard form will open, allowing the user to enter the new plan information. The user can cancel and close the plan copy wizard at any time.

 

Wizard Step 1 of 4: Enter New Plan Information

 

Information to be copied will be pasted into the appropriate information fields, with the exception of the plan code. The new Plan Code must be manually entered and its value must be unique within the database.

SPM-Copy_Plan_Wizard1

After entering/modifying the copied plan data, click Next.

 

Wizard Step 2 of 4: Select Contracts to Copy

 

Note that selecting all contracts will ensure all planned tasks will copy properly. If a contract is not selected, and a planned task has MAGs assigned from that contract, the MAGs will not copy.

SPM-Copy_Plan_Wizard2

Click Next to advance.

 

Wizard Step 3 of 4: Select and Rename Planned Tasks to Copy

 

SPM can only copy planned tasks. Once planned tasks are copied, they can be scheduled.

SPM-Copy_Plan_Wizard3

 

Note: SPM restricts planned task code to be unique within a facility. Please change each selected planned task code to a unique value. SPM will not proceed with task copy unless all selected tasks have unique values.

 

SPM-Copy_Plan_Wizard3_Error

 

Once selected planned task codes and task dates are updated, click Next to advance.

 

Wizard Step 4 of 4: Review and Finalize Copy Operation

 

This last step displays the number of selected contracts and planned tasks to copy. If the information is correct, click Copy to proceed. To modify the selections, click Back to return to the previous steps.

SPM-Copy_Plan_Wizard4

After clicking Copy, the confirmation dialog is displayed. If confirmed, SPM will start the copy operation. The time required to accomplish the procedure depends on the amount of items selected, connection type and connection speed. After a copy is finished, SPM displays an information message.

SPM-Copy_Plan_Wizard4_Close

Click Close. SPM will request opening of the newly copied plan. In case of errors, SPM will display error information.