Clone assignments

Use the Clone Assignments option to clone selected active assignments from Territories, Teams, or Products in a plan with new dates in the same node as the source assignment.

Note

Only active assignments can be cloned. Inactive and unlicensed assignments are ignored.

1. Log in to Fullcast.

2. Click on Manage Coverage from the appropriate tile for which you want to update assignments:

   1. To update territory assignments, go to Territories > Mange Coverage.

   2. To update team assignments, go to Teams > Manage Team Coverage.

   3. To update product assignments, go to Products > Manage Product Coverage.

   

3. From the left menu, select the node from where you would want to clone assignments:

   1. If in Territories, select a territory node.

   2. If in Product, select a product node.

   3. If in Teams, select a team node.

4. Click Actions > Clone.

   

5. In the Clone Assignments screen, complete the following fields to filter the assignments you want to clone, as needed:

   Field	Description
   Clone from dropdown	Select the node option from which you want to clone.
   Criteria	Use And and Or operators with selected conditions to add additional criteria by which to sort what assignments to include when you clone.
   Start Date and End Date	Select the start and end date criteria based on when you want the assignment to start and end. Days: Number of days from the source start or end date. Fiscal Year: Choose the fiscal year on which to  start or end the assignment. Custom date: Choose a specific date you prefer to start or end the assignment.

6. Click Next.

7. In the confirmation window, type CONFIRM then click Confirm.

   

8. Once loading completes, select fiscal year for which you cloned the coverage.

   Note

   • When assignments are cloned, the assignment card will display where the coverage was cloned with a Future tag and Menu options. For example, if the territories assignment was cloned from All Companies and All Nodes was selected, the assignment will be created in all nodes.

   • In other nodes, the assignment will display with the Future and Inherited tag, but the Menu option will not be available.

   • If the assignment is deleted, all cloned assignments will also be deleted.

   • If there is an error cloning the assignments, an error icon displays.

     

     • Go to Settings > Audit > Logs and locate the log with the event name assignments.clone and your username to view details regarding the error.