Copy bookings on the schedule

Copy a booking to paste it on another day, for another person, or for several people at once. It's the quickest way to fill the schedule when people work on the same project, or when the same booking comes back often. For work on a regular pattern, a recurring booking may suit you better.

Administrators and Scheduling Managers can copy bookings: Copy is in their right-click menu. Every pasted booking follows the same rules as a new one. The person needs the Scheduling User role and must be a member of the project, and a Scheduling Manager who isn't an Administrator can only paste onto projects they're a member of. If a paste isn't allowed, a message says why and nothing is created.

Copy and paste a booking

1. Open Team Schedule from the left menu. On the Scheduling page, choose the Team Schedule or Project Schedule tab.

   

2. Right-click the booking and choose Copy.
   The booking gets a dashed outline, the pointer changes, and a strip at the bottom of the page shows what you're copying, such as "4h/day · 5 working days", with a Cancel link.

   

3. Click a day to paste the booking there, starting on that day. Or right-click a day and choose Paste here.
   On the Team Schedule, the copy goes to the person whose row you click. On the Project Schedule, it stays with the same person, on the project whose row you click.

4. Paste as many times as you like. To stop, press Esc, click Cancel, or right-click a day and choose Stop copying.

Copying another booking replaces the first one, and switching tabs stops copying. While you're copying, dragging across empty days still creates a new booking as usual.

Paste for several people

On the Team Schedule, right-click a day and choose Paste for several people…. The person whose row you clicked is already under People. Add everyone else who needs the booking, and click Paste. Each person gets their own copy, starting that day. A message lists every copy, and anyone it couldn't be pasted for, with the reason.

The list offers people with the Scheduling User role. For a Scheduling Manager who isn't an Administrator, it only offers people who share a project with them.

Copy by dragging

Hold Ctrl, Alt or Cmd while you drag a booking to another day or person. A Copy badge shows while you drag. When you let go, the copy is created and the original stays where it was. Dragging without the key moves the booking.

What a copy keeps

• Details: the project, task, timesheet category, notes, start time, Schedule on days off setting and the hours, per day or in total.
• Length: the same number of working days as the original, counted on the new person's working days. If you paste onto their day off, the copy starts on their next working day, and the message says so. If there's no working day in the two weeks after, nothing is pasted.
• Days off included: if the original has Schedule on days off ticked, the copy covers the same calendar days. The strip shows this as, for example, "6 days incl. days off".
• Recurring bookings: copying one occurrence pastes a single booking of the same length, without the pattern.
• Leave: copy it the same way, but paste it on the Team Schedule only.
• Another project: pasting onto a different project on the Project Schedule drops the task. The timesheet category must already be on that project: add it in the project's settings first.
• Task link: a copy stays linked to the same task. The task then has two bookings, so its dates and assignee stop syncing with them. See linking bookings to tasks.

There's no command to copy a whole week or a person's whole schedule. Copy each booking, or use a recurring booking for work that repeats.