Contents of the Copy Task Dialog Box

Use the fields and options on the dialog box to copy a task.

The Copy Task dialog box is available only when a task is displayed in the Projects form.

Contents

Field Description
Continue Click Continue to create the new task. Deltek displays the Edit Project Structure grid, where you can edit fields for multiple work breakdown structure (WBS) levels of the project at the same time, as well as add and remove phases and tasks:
  • All phases are collapsed except for the parent phase of the new task.
  • The new task is highlighted and is last in the list of tasks for the parent phase.
  • The new task's number is blank and required. The Save button is disabled until you enter a task number that is unique for that phase.

When you create the new taskDeltek copies all data from the existing task to the new task, except the following:

  • linked opportunities
  • linked promotional projects
  • linked projects
  • activities
  • project codes
  • descriptions
  • dates and costs
  • location
  • attachments
  • team employees (their status in the new project is proposed)
  • team employees start and end dates
  • team vendors (their status in the new project is proposed)
  • Contract Management tab data
  • contracts
  • contract details
  • notes
  • credit
  • awards grid data
  • links
Parent Topic: Copy Task Dialog Box