1. Projects
  2. Project Management
  3. Project Tasks
  4. Copying Project Tasks

Copying Project Tasks

You can copy project tasks between projects or within the same project. When you copy a task, you can also copy its assignments, budgets, and any child tasks.

Important:

Administrators can copy project tasks by default. Other roles need to be customized with the right permissions before they can copy tasks.

To add permission to copy project tasks:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Customize or Edit next to the role you want to give permission to copy project tasks.

  3. In the Name field, you can change the name for your new custom role.

  4. On the Permissions subtab, click Setup.

  5. In the Permission column, select Copy Project Tasks.

  6. Click Add.

  7. Click Lists.

  8. In the Permission column, select Project Tasks.

  9. In the Level column, select a level for the project tasks permission. A minimum of Create is required to copy project tasks.

  10. When you're done, click Save.

You can now assign this custom role to any employees you want to copy project tasks. For information about assigning roles, see Giving an Employee Access to NetSuite.

To copy a project task:

  1. Go to Activities > Scheduling > Project Tasks.

  2. Click View next to the project task you want to copy.

  3. Under More Actions at the top of the page, click Copy. A new window opens.

    Alternatively, you can also click Copy next to the project task you want to copy in the Schedule subtab of the project record.

  4. In the Target Project field, select the project into which you want to copy this task.

  5. If you want this task to be a child task, select the parent project task.

  6. If you want to change the name of this task, enter a new name in the Project Task field.

  7. Check the Copy Assignments box to copy any resource assignments on this task.

  8. Check the Copy Budget box to copy any billing and cost budgets associated with this task.

  9. If this task is a parent task, you can clear the Copy Children box if you don't want child tasks to be copied.

  10. When you're done, click Copy.

Your new task is now available on the target project. You can also access and copy project tasks from the Schedule subtab of the project record by clicking Copy next to the task you want to copy.

Related Topics

General Notices