Managing OnPlan™ Schedules

Copy and Paste Schedule Tasks or Groups within a Schedule

Easily duplicate schedule tasks within a Schedule in ConstructionOnline.

OBJECTIVE

To duplicate schedule tasks within a schedule 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 within a schedule. Scheduling is a live feature and updates as changes are made, ensuring your project team is always up to date. 

THINGS TO CONSIDER

  • Company Employees must have Schedule Permissions set to Create, Edit, & Delete in order to Create & Edit Schedules, Schedule Tasks, and Schedule Groups.
  • When a schedule task with predecessors is copied & pasted to a new location, the associated predecessors do not transfer to the new task.

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 for schedules is not available in the ConstructionOnline Mobile App.

STEPS TO COPY AND PASTE A SCHEDULE TASK WITHIN A SCHEDULE

  1. Navigate to the desired Project via the Left Sidebar.
  2. Select the Calendars & Schedules tab and choose the Scheduling category.
  3. Locate the schedule task that you want copied.
  4. Right-click the selected task and select Copy.
  5. 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.
  6. Right-click the schedule and select Paste.

STEPS TO COPY AND PASTE A SCHEDULE GROUP WITHIN A SCHEDULE

  1. Navigate to the desired Project via the Left Sidebar.
  2. Select the Calendars & Schedules tab and choose the Scheduling category.
  3. Locate the schedule group that you want copied
  4. 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.    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.

6.     Right-click the schedule and select Paste.

HELPFUL TIPS

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.