Copy and Paste Schedule Tasks or Groups Between Schedules

Easily duplicate schedule tasks from one schedule to another in ConstructionOnline.

OBJECTIVE

To duplicate schedule tasks between schedules by utilizing the Copy and Paste functions.

BACKGROUND

ConstructionOnline Scheduling provides advanced tools for creating, managing, and sharing detailed construction schedules. For a more efficient and easy-to-use experience, users are able to directly copy & paste schedule tasks and groups from one schedule to another. Scheduling is a live feature and updates as changes are made, ensuring your project team is always up to date.

THINGS TO CONSIDER

Users must have Schedule Permissions set to Create, Edit, & Delete in order to Create & Edit Schedules, Schedule Tasks, and Schedule Groups .
When utilizing Copy & Paste, at least two schedules must exist before initializing the action:
1. A source schedule where the schedule tasks are copied from.
2. A destination schedule where the schedule tasks will be pasted to.
When a schedule task with predecessors is copied & pasted from one schedule to another, the associated predecessors do not transfer to the new schedule.

When a task is copied, the following fields are included:

Name, Start/End dates, Complete/Incomplete task status, Traffic Light color, Number of workdays, Description, Notes, Priority, Status, Reminders, Resources, Predicted man-hrs, and Actual man-hrs.

The Copy & Paste functionality between schedules is not available in the ConstructionOnline Mobile App.

STEPS TO COPY AND PASTE A SCHEDULE TASK BETWEEN SCHEDULES

Navigate to the desired Project via the Left Sidebar.
Select the Calendars & Schedules tab and choose the Scheduling category.
Locate the schedule task that you want copied.
Right-click the selected task and select Copy.
Using the Left Sidebar, locate the Project with the schedule that needs the task.
Select the Calendars & Schedules tab and choose the Scheduling category.
Click on the schedule where the schedule task should be added.
1. Clicking a blank spot on the schedule will paste the schedule task INTO that exact spot.
2. Clicking an existing schedule task will paste the schedule task AFTER the existing task.
3. Clicking an existing schedule group will paste the schedule task BEFORE all the existing tasks in the schedule group.
4. Schedule tasks can always be rearranged after pasted into a schedule.
Right-click the schedule and select Paste.

STEPS TO COPY AND PASTE A SCHEDULE GROUP BETWEEN SCHEDULES

Navigate to the desired Project via the Left Sidebar.
Select the Calendars & Schedules tab and choose the Scheduling category.
Locate the schedule group that you want copied.
Right-click the selected group name and select Copy.

Selecting the schedule group name will ensure all tasks included in the group are selected to be copied. Selecting a single task within the schedule group only copies that task.

5. Using the Left Sidebar, locate the Project with the Schedule that needs the task.

6. Select the Calendars & Schedules tab and choose the Scheduling category.

7. Click on the schedule where the schedule group should be added.

1. Clicking a blank spot on the schedule will paste the schedule group INTO that exact spot.
2. Clicking an existing schedule task will paste the schedule group AFTER the existing task.
3. Clicking an existing schedule group will paste the schedule group BEFORE all the existing tasks in the schedule group.
4. Schedule groups can always be rearranged after pasted into a schedule.

8. Right-click the schedule and select Paste.

HAVE MORE QUESTIONS?

Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article.
If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.