Ability to Duplicate the Report Schedule when copying an existing Timesheet Report

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  • Idea
  • Updated 8 months ago
  • Under Consideration
When setting up a new project we create timesheet reports. These are often follow-on or additional hours for a T&M project. When we create a copy of the existing project report we need to fill in all the same information from the original timesheet report again. this is time wasting especially when we have 50+ active projects. Is it not possible to copy all the details as well as the schedule, the name, who it is going to etc?
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Jones, Craig

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  • This is not very efficient currently

Posted 8 months ago

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Vinodh.V, Community Moderator

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Hello Craig,

Thank you for posting in Replicon Community.

As per my understanding, you would like the report Schedule to be copied if you are using "Saving a Copy".

When you save a copy of the report it saves the copy with the filters and the column names but the schedule is something that is not copied.

We would like to understand your requirement in detail as copying the schedule might create multiple schedules and users in the schedule will start getting multiple emails based on the recurrence(Duplicate email)

Please give us more detail about your requirements.

Awaiting your response.

Regards,

V.Vinodh
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Jones, Craig

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yes that is correct. But the other scenario is we have the same report for the same project but it is slightly different, as in these are additional hours but all other aspects of the report are the same. Same people for the same project but a slightly different project name or reference. Think of it as Project XYZ/1, XYZ2 and so on. We copy the project and modify the project reference (from XYZ1 to XYZ2 and so on) to the new project hours. However we then need to copy and paste all the details again including the 20 customer email addresses (which are not saved when you copy the report as the schedule is cleared of any useful information from the original project). We have hundreds of customers so this is very inefficient. There should be an option in Replicon to save / copy a project allowing minor changes to details as projects name (XYZ2) / including the details of the schedule.
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Vinodh.V, Community Moderator

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Hello Craig,

Thank you for sharing your requirements in detail.

We have assigned this post to our Product management team.

They will have this requirement looked in to and will update this thread.

We do appreciate your efforts to share this idea and to post this in our Community.

Regards,

V.Vinodh
(Edited)
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Charlene Eriksen, Product Manager

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Hi Craig, 

Thanks for the suggestion. It's not something we have in our immediate plans, but will definitely keep in mind for future planning.

Thanks,
Charlene