Copying data from one year to one or more years for a data-entry row

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

You can use the Auto Copy feature to copy data across years and alternatives, provided the following two conditions exist:

To copy data:

  1. If want to add more years to your plan, add years using the Edit > Plan Years > Add command.
  2. Place the cursor in the field that includes the alternative, year, and data-entry row from which you want to copy data.

    Note: Planner CS copies data from the cursor's position to the right of the cursor.

  3. Where do you want to copy your data?
    • From one year to the same year in all alternatives: Choose Edit > Auto Copy > Same Year to copy the data in the selected data-entry field into the same year in all alternatives to the right of the cursor.
    • From one year to all years in the same alternative: Choose Edit > Auto Copy > Within Alternative to copy the data in the selected data-entry field into all years to the right of the cursor within the selected alternative.
    • From one year to all years in all alternatives: Choose Edit > Auto Copy > All Columns to copy the data in the selected data-entry field into the remaining data-entry fields in that row in all years and in all alternatives to the right of the cursor.

Related topic: Copying data from one column to another

Share This