If you work with different value lists in impact, e.g. Act/FC, Plan and Plan 2, impact supports you especially during the initial filling with a useful copy function.
The initial filling of the timeline for milestones and KPIs should, if possible, always take place in the Act/FC value list. In order to transfer the stored values to the other value lists (e.g. Plan and Plan 2), the PMO can simply copy these values.
In order to copy value lists, perform the following steps:
- Select the the AppMod "Impact“.
- Select the desired programm tree element , click the "Potential" tab and then on "Tools". Select "copy values".
- In the In the pop-up that opens, you can flexibly select the source value list and target value list, i.e. decide which copy function you want to use, e.g., copy actual/FC to plan, etc. In addition, you can determine the period to be copied via the start and end date.
- Confirm by clicking on “Copy Value List” and on “Yes” in the pop-up that appears.
The copy function always affects all accounts, i.e. if you use the copy function in the P&L, the values in the Balance Sheet, Cash Flow and Staff Movement are also copied.
Example: Copying value lists for potentials