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Copy a calendar report

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

If you created a calendar, you can copy the calendar and use it as a starting point for a new calendar.

Additionally, if you have Manage access to a calendar to which you are not the owner, you can copy the calendar and become the owner of the copied calendar.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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New: Standard

or

Current: Plan

Access level configurations Edit access to聽Reports, Dashboards, and Calendars
Object permissions Manage access to the calendar report

For more detail about the information in this table, see Access requirements in Workfront documentation.

Copy a calendar report in Production

  1. Go to the calendar you want to copy.

  2. On the Calendar toolbar, click Calendar Actions, then select Copy from the drop-down list.
    A copy of the calendar opens.

    Copy the calendar report

    All the projects and calendar groupings in the original calendar display in the copy of the calendar. Only objects placed by calendar filters export to the newly copied calendar. Any events manually added to the original calendar must be manually added to the copied calendar.

    Only you have access to the copied calendar. Users with access to the original calendar do not have access to the copied calendar. You can grant access to the newly-created calendar by sharing it with other users. To learn about sharing calendars, see Share a calendar report.

  3. (Optional) Rename the calendar.

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Copy a calendar report in Preview

  1. Go to the calendar you want to copy.

  2. Click the More menu next to the Calendar drop-down menu.
    calendar more menu

  3. Select Copy from the drop-down list. The calendar is copied and you are taken to the new copy.

NOTE
All the projects and calendar groupings in the original calendar display in the copy of the calendar. Only objects placed by calendar filters export to the newly copied calendar. Any events manually added to the original calendar must be manually added to the copied calendar.
Only you have access to the copied calendar. Users with access to the original calendar do not have access to the copied calendar. You can grant access to the newly-created calendar by sharing it with other users. To learn about sharing calendars, see Share a calendar report.
  1. (Optional) Click the More menu, then click Edit to rename the calendar.
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