You can copy information from accomplishments or another plan into the plan shown in the Plan Matrix window. The copied information must match the current selection criteria for the Plan Matrix window. When you copy the information, you must decide whether the copied information replaces information already existing in the Plan Matrix window or is added to the existing information.

To copy information, use the following steps:

  1. In the Plan Matrix window, right-click and select Copy/Add from Plan/Accomplishments.
  2. This displays a new window with two drop-down list fields. The left field shows the plans and accomplishment tables from which information can be copied. The right field shows the available years.
  3. Click the down arrow in the left field to display the drop-down list and select the source from which information will be copied. Click the down arrow in the right field to display the drop-down list and select the desired year.
  4. You are now ready to copy the information. You have two choices when copying information:
    1. Add New: This command compares the records shown in the window with the records shown in the Plan Matrix window. The system then takes the following actions depending on the result of the comparison:
      1. For a record in the window that matches a record in the Plan Matrix window (that is, has the same administrative unit, asset type, activity, month, etc. as a record in the Plan Matrix window), the cost of the record from the window is added to the cost of the record in the Plan Matrix window.
      2. For a record in the window that does not match a record in the Plan Matrix window, the record from the window is inserted into the Plan Matrix window.
      3. For a record in the Plan Matrix window that does not match a record in the window, the record remains unchanged in the Plan Matrix window.
    2. Overwrite: This command deletes all records in the Plan Matrix window and copies the records in the window to the Plan Matrix window.
  5. Click the appropriate command button. The system then performs the desired copying procedure. (The system only copies records that match the Plan Matrix window's current selection criteria.) When the procedure is finished, the window closes.
  6. Click  to complete the procedure.
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