Copy a Plan Structure

An alternative to setting up each of the levels in an opportunity plan structure one by one is to copy the plan structure from another opportunity or from a project, and then make any needed modifications to that structure.

The first time you save a copied plan structure, Deltek CRM creates the plan for the opportunity, and you can then begin making resource assignments for it in either Project View or Resource View.

To create a plan structure for an opportunity by copying the plan structure from another opportunity or a project, complete the following steps:

1. In the Resource Planning workspace, click to go to the Opportunities area.
2. Use the Find opportunity field to search for and select the opportunity for which you want to create a plan structure.
3. Click Copy Structure from Another Plan.
4. In Structure to Copy on the Copy Plan Structure dialog box, select the opportunity or project from which you want to copy the plan structure:
   • To select from a list of all opportunities and projects, click .
   • To select from a list of opportunities or projects with names or IDs that begin with a specific single character, type the character in the field and pause.
   • To select from a list of opportunities or projects with names or IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.
5. Click Copy. Result: The levels and level elements from the copied structure display, in edit mode, below the top level of the plan structure in the Plan Structure grid.
6. Make any necessary modifications to the copied structure. You can do any of the following:
   • Change element names.
   • Click on a row to add a new element below that row.
   • Click on a row to delete that element and any lower-level elements under it in the structure.
   • Click or on a row to move that element up or down in the list of elements for that level.
   • Click or on a row to move that element to the next higher level or next lower level in the structure.

   If one of these options is disabled, that indicates that the action would create a structure that was not valid and thus is not allowed for that element row.

7. Click Save Plan Structure to save the completed structure.