Projects - Copy as shared

General Information
The copy as shared feature is applicable only in the project template editor screen. Copy as shared can be used for an individual task or for a template.

Copy as shared means that the tasks or template will be partnered and will "share" information. Changes or updates to one task or template will be automatically reflected in its "sharing" partner.

If two templates are partnered by a "copy as shared" and a task is deleted from one template, that task will remain unchanged in the partner template. If two templates are partnered by a "copy as shared" and one of the templates is deleted, the partner template will remain unchanged. If two tasks are partnered by a "copy as shared" and one task is deleted, the partnered task will remain unchanged. This is done to eliminate additional maintenance on your part yet to ensure the integrity of the workflow templates.

The text "Shared Task" will be displayed for tasks that are partnered.

To create a template using copy as shared do the following:

• Access the Project Template screen
• Choose the department from the first pull-down menu and select the desired template from the second pull-down menu, then click the "copy as shared " toolbar icon.
• While still in the tree control, click to select the location to receive the template, then click the "paste" toolbar icon.
• Click the OK button to save your new partnered template.

• Access the Project Template screen
• In the Project Template tree control list (the left pane) click to select the desired template.
• In the Project Task area of the General tab template detail area (the right pane) select the desired task, then click the "copy as shared" toolbar icon.
• Select the department and template from the pull-down menus.
• Return to the Project Task area of the General tab template detail area (the right pane) and click the "paste" toolbar icon.