The functionality available to the user is based on the user’s role and permissions.
Projects can be linked to multiple DPA Plans. Linking projects allows for easy sorting and showing/tracking the relation of projects year to year.
To link Projects, follow the steps outlined below:
When Projects are linked to two DPA Plans, edits made to the Project will be reflected in both DPA Plans
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In Planner, open the DPA Plans page.
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Use filters and search bar to find the preferred DPA Plan.
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Click in the Actions column
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Click
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Click Link data to another plan
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In the right column, Destination DPA Plan, use the drop-drown list to select the DPA Plan to to which the Projects should be linked.
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The left column, Current Plan, displays the current plan and Projects in the current plan. Click in the checkboxes to select the Projects which should be moved.
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Click Apply
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Click Confirm