Copying a Travel Plan: Planning Manager 

Use

You can copy an existing travel plan to a different date. This is an advantage for trips with the same itinerary and travel services. You can copy a travel plan for the same personnel number or from one personnel number to another.

Prerequisites

You can only copy a travel plan to a different personnel number if you also have the authorization to create travel plans for the personnel number in question.

Procedure

  1. Choose Travel Management ® Travel Planning ® Planning Manager.
  2. Enter the personnel number of the traveler and choose Continue.
  3. Select the travel plan to be copied.
  4. Choose Copy.
  5. Check the personnel number and enter the start date of the new travel plan.
  6. Choose Continue.

    7. The travel services of the travel plan copied are determined by the system one after another for the current date in the new travel plan (see information in the status bar). The travel services then have the status Requested or Prereserved and appear in the overview of travel services in the travel plan.

    If a travel service from the travel plan copied is fully booked or the data from the provider has changed, you have to query and select these services manually. These services appear in the overview with the status Open.

    You should therefore check the travel services displayed and, where necessary, carry out the availability queries manually.

  7. You can now firmly book the prereserved travel services using Book.
  8. To save the new travel plan, choose .

Result

You have created a new travel plan by copying an existing one.