{"id":1595,"date":"2021-08-11T17:31:19","date_gmt":"2021-08-11T17:31:19","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1595"},"modified":"2021-08-11T17:31:19","modified_gmt":"2021-08-11T17:31:19","slug":"i-have-made-changes-to-a-plan-and-now-i-would-like-to-copy-that-plan-and-continue-and-make-additional-changes","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/i-have-made-changes-to-a-plan-and-now-i-would-like-to-copy-that-plan-and-continue-and-make-additional-changes\/","title":{"rendered":"I have made changes to a plan, and now I would like to copy that plan and continue and make additional changes."},"content":{"rendered":"\n<p>Copying plans is useful when making some baseline changes to the chart in planning mode then creating different scenarios from that baseline plan.\u00a0 To copy a plan, go to <strong>Workforce Plans<\/strong> &#8211; (<strong><em>plan name)<\/em><\/strong> &#8211; <strong>Copy Plan<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"638\" height=\"103\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image.png\" alt=\"\" class=\"wp-image-1596\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image.png 638w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-300x48.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-50x8.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-60x10.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-100x16.png 100w\" sizes=\"auto, (max-width: 638px) 100vw, 638px\" \/><\/figure>\n\n\n\n<p>Add a name for the new plan, then select from the following:<\/p>\n\n\n\n<p><strong>Include previous changes in the track changes panel: <\/strong>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.&nbsp; These changes will appear in Track Changes panel. &nbsp;<\/p>\n\n\n\n<p><strong>Include Notes:\u00a0 <\/strong>Check this box if you would like to include any employee notes made in the plan that was copied in the new plan.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"515\" height=\"205\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1.png\" alt=\"\" class=\"wp-image-1597\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1.png 515w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1-300x119.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1-50x20.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1-60x24.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-1-100x40.png 100w\" sizes=\"auto, (max-width: 515px) 100vw, 515px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Copying plans is useful when making some baseline changes to the chart in planning mode then creating different scenarios from that baseline plan.\u00a0 To copy a plan, go to Workforce Plans &#8211; (plan name) &#8211; Copy Plan. Add a name for the new plan, then select from the following: Include&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[25],"ht-kb-tag":[],"class_list":["post-1595","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-planning"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1595"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1595\/revisions"}],"predecessor-version":[{"id":1598,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1595\/revisions\/1598"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1595"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1595"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}