Clone assignments feature helps in cloning all the existing individual active assignments in the plan with new dates in the same node as the source assignment.
Information:
Only active assignments can be cloned. Inactive/unlicensed user assignments are ignored.
Access your Fullcast instance and switch plans if applicable.
Click Manage Accounts on the Territory tile.
Select the node under Segmentation where you would want to clone the assignments.
Select the Assignments tab. All the users available will be displayed.
Figure 1. Assignments Callout
Click on the three-dot menu near the Add New button and select the clone option.
Figure 2. Clone Option
In the screen that pops up, select an option where you want the assignment to be cloned.
The current selected node only
Current selected node and children
All nodes
Figure 3. All Nodes Selection
In the next section, choose criteria if you want to filter the assignments further according to your choice.
Figure 4. Assignments People Name Callout
Choose an option according to which the start date and end date have to be fixed for the assignment. If your choice is
Days: Input a number value for the days that have to be added from the source start/end date.
Figure 5. Start Date and End Date Fields
Fiscal Year: Choose the fiscal year, if you want to start/end the assignment on the start/end date of the fiscal year.
Figure 6. Fiscal Year Fields
Custom date: Choose any date that you prefer to start/end the assignment.
Figure 7. Custom Date Fields
You can choose the same option for both the start and end dates or two different options for start and end dates like the example shown below.
Figure 8. Start Date and End Date Options
In the next screen that pops up, acknowledge the confirmation screens and click confirm.
Figure 9. Confirmation
After confirmation it will take a few minutes according to the number of assignments that needs to be cloned. More the number of assignments, higher the duration.
After the loading icon disappears, you can check whether the assignment is created by selecting the particular FY for which you created the assignment.
When the assignment is created, you will see the assignment card with the future tag and the three dot menu option in that particular node where the assignment is created. In the example, assignment is created in All companies level. In step 6, since the selection was All nodes, the assignment will be created in all nodes.
In the rest of the nodes the assignment will be created with Future and Inherited tag and the three dot menu option will not be available in other nodes. Once the assignment gets deleted, all the cloned assignments will also get deleted.
If the assignment could not be created, due to assignment overlap or wrong entry of dates, there will be an error icon displayed near the FY icon.
You can identify the error by navigating to the session error log page or audit page in settings.
And the error message will be displayed in Audit page like this and appropriate changes can be made and it can be cloned.