Speed up your allocations by copying orders that are occurring again for the next day or week.
Orders contain a lot of information so if you’re creating a new order that is similar to an existing order, it may be quicker to copy the existing order.
There are two ways to create a copy of an order:
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Click Orders Orders Copy
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Modify the order status and order start/end dates as required for the new order.
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Click on the toggle switch for Copy Resources to indicate whether you want to copy (blue) or not copy (white) allocated assets and workers to the new order.
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Click Copy to create a copy of the existing order but with the status, dates and resource preference entered in this popup box.

OR
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Click Orders Orders Edit
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Click Copy Order button in the top right of the Order Details tab.
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Modify the order status and order start/end dates as required for the new order.
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Click on the toggle switch for Copy Resources to indicate whether you want to copy (blue) or not copy (white) allocated assets and workers to the new order.
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Click Copy to create a copy of the existing order but with the status, dates and resource preference entered in this popup box.

Either way, you will see a message confirming that “Order [original order number] has been copied to order [copied order number].”
NB. When you copy an order, it’s still important to double-check all information under the Order Details, Order Tasks and Allocations tabs, especially the selected dates for each task.
