Copy an Employee's Assignments

The Copy Employee's Assignments function is a powerful tool permitting all assignments for a given employee to be copied onto one or more other employees. The feature is particularly useful when assignments are based on teams and a new employee joins the team or switches teams. It is also useful when assignments are primarily based on job descriptions and a new employee joins the company.

Notes:

  • This feature works by first selecting the employee(s) who will receive the new assignments and then selecting the employee from which the assignments are copied.

  • Existing assignments to the employees receiving the new assignments are not lost.

 

The Project Assignments view is accessed by clicking the Project Workspace button in the Projects section of the side navigation bar and then clicking the Project Assignments tab.

To copy one employee's assignments to other employees:

  1. In the Employees list pane, select one or more employees who will receive the new assignments. Press the Ctrl key to select more than one employee.


             

  2. Click the Copy Assignments button located on the toolbar.

  3. In the Copy Assignments window, select the employee from which the assignments will be copied.

  4. (Optional) Check the Copy estimate information checkbox to also copy this employee's estimated hours, task proratings, assignment Start and Finish dates and Billable by Default selection.

  5. Click OK to copy the assignments from this employee to the employee(s) selected in step 1.