Copying plans is useful when making some baseline changes to the chart in planning mode then creating different scenarios from that baseline plan. To copy a plan, go to Workforce Plans – (plan name) – Copy Plan.
Add a name for the new plan, then select from the following:
Include previous changes in the track changes panel: Check this box if you would like to include changes that were made in the plan that was copied to be tracked in the new plan. These changes will appear in Track Changes panel.
Include Notes: Check this box if you would like to include any employee notes made in the plan that was copied in the new plan.
