If you are a plan admin, you can copy plans in AchieveIt using the Copy To feature within Bulk Edit or the Copy Plan Structure option. Learn more about both options below:
Copy Plan Structure
The Copy Plan Structure feature allows you to create a copy of a plan while retaining the original plan's alignment of items and all of the plan item's details, such as metric information, start and due dates, and assigned users. The Copy Plan Structure feature will not copy the item's timeline history (progress updates, comments, and files).
You can use the Copy Plan Structure feature while on the Plans page by clicking the Actions button at the end of the plan's row in the list:
Then select the 'Copy Plan Structure' option:
After a few moments, your new copy plan will become available. Look for the notification in the bottom right-hand corner of your plan with the 'Open' link. You can also look for the new plan in your Plans list and click the name to open as well:
Copy with Bulk Edit
The Copy To option within Bulk Edit allows you to copy a selection of a plan's items (or all items) to a new destination plan. There are additional options that also allow you to copy over the entire timeline history of selected items. This is very helpful when you want to retain progress update or metric update history, comments, and file uploads from a plan item in the copied item.
If the plan you would like to copy items into already exists, open the plan you would like to copy from. If you'd like to copy items into a brand-new plan, make sure to create your plan first.
Toggle to the List View.
Select the plan items you'd like to copy by clicking the checkboxes at the beginning of each item's row. You can select the entire plan by clicking the 'Select All' option in the column header. Then, click the Bulk Edit icon.
In the Bulk Edit menu, scroll to the 'Move Items' section and select 'Copy Items', then select the destination plan your items will be copied to from the 'Copy To' dropdown.
Then select the location within your destination plan to copy your items from the 'Copy Under' dropdown. To copy your selected items directly under the top plan item, select the plan's title item from the dropdown:
Check the 'Copy item's entire timeline history' option if you would like all progress update, metric update, comment, and file history to be copied over.
Then click 'Next'. Confirm your changes by clicking the 'Make Bulk Edits' button on the Confirm Bulk Operations menu.
Once your items have been copied, the Bulk Edit menu will close and you'll receive a confirmation message at the bottom of your List View.
To review the copies of your plan items, navigate to the destination plan you selected in the Bulk Edit menu.