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Copy Activity

This article provides instructions on how to copy a Category 2 and 3 activity into a new fiscal year.

Warning: 
  • An activity can be copied only once into a specific fiscal year. After selecting the fiscal year, you will not be able to copy the same activity into that year again.
  • The copy activity function is not available for Category I activities. Instead, you can use the renewal option for the Category I form.

To copy an activity:

  1. Go to the fiscal year you want to copy the activity to. 
  2. Click the Copy Activity button.
  3. Locate the activity you would like to copy by clicking the forward/back fiscal year buttons.
  4. Once you locate the activity, click Copy button.
  5. The activity is copied to the new fiscal year. Click the Close button to return to the activity list.

 

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Last Modified: 2020-08-27 10:01:35.502419-07

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