If you would like data from a year copied over to the next year in your site, please contact your consultant or email@example.com. *Planning has the ability to copy an entire years’ worth of data or just one item within your org chart.
When reaching out, please identify the following:
- The data types you would like copied
- The fields in each specific data type you would like copied over (keep in mind, fields not copied will be brought over blank.)
- If you would not like an entire years’ worth of data copied over for a particular data type, but would rather have a division/departments data copied, please include the division/departments name and which specific data items and fields you would like copied over.
During the process of copying, the year being copied will be locked, not allowing for edits to that year to be made; please keep this in mind when requesting a copy to be made. A best practice would be to ask for the copy during a specific time of day when users will not be working in the site or during a day you've picked as a “Copy Day.” This will give you time to alert your users that the site will be locked that day.
*It is important to know that when data is copied from one year to the next that related items are not copied. Once data has been copied from the previous year to the current year, users will need to make new connections for within the current year.