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 Copying Views Locate this document in the navigation structure

Use

You can display various values next to planning values in the WBS element overview, order overview, and the annual overview. You can use part of the view that you set up as a planning value, or you can add it to existing planning values.

Procedure

  1. Select the view (column in the table control) that you want to transfer, or add, as a plan value.

  2. Select the WBS elements or orders to which you want to copy the selected view.

  3. Choose Edit -> Copy view

    Enter the percentage of the view that is set up, then choose whether this value should overwrite the existing value or be added to it.

  4. Choose Continue .

    According to the percentage that you chose, the system takes the values from the installed view as planning values or adds them to existing planning values. It does this for the selected WBS elements or orders.

    You can adapt the values by overwriting.

  5. Save the plan values.