Procedure documentationCopying Line Items

 

If the resources used in an existing work breakdown structure element (WBSE) are the same as the new WBSE to be created, you can copy the characteristics of the existing WBSE, instead of creating a new line item.

Note Note

The copy and paste functions are not available at the summary level and in quantity-based planning workbooks.

End of the note.

Prerequisites

  • You have the required roles and authorizations.

  • Financial plans linked with master project structures (also known as execution structures) are available in the system.

  • SAP BusinessObjects Analysis, edition for Microsoft Office is installed on your system.

  • You have defined the business objects for master project structures in Customizing under Start of the navigation path SAP Commercial Project Management Next navigation step Master Data Next navigation step Master Project Next navigation step Define Components for Master Project Structure End of the navigation path.

  • You have made the following settings in Customizing under Start of the navigation path SAP Commercial Project Management Next navigation step Project Cost and Revenue Planning End of the navigation path:

    • Define Plan Scenarios

    • Define Resource Types

    • Define Resources

    • Define Plan Types

Procedure

  1. Select the line item you wish to copy.

  2. On the Analysis ribbon, in the Financial Planning group, choose Copy.

  3. Select the line item where you want to copy the characteristics.

  4. On the Analysis ribbon, in the Financial Planning group, choose Paste.

    The characteristics of the line item are copied to the new location.

    Note Note

    Ensure that the new line item contains valid data with unique characteristics for planning. The system does not calculate line items that contain duplicate characteristics or invalid input.

    End of the note.

  5. On the Analysis ribbon, in the Planning group, choose Save Data to transfer the data to the InfoCube.