EventPro User Manual

Copying Resource Sub-Groups and Categories

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Copying Resource Sub-Groups and Categories

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Copying Resource Sub-Groups and Categories

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If you want to copy an entire Resource Sub-Group (Setup, Staffing) or Category (Catering, Beverages), including all of the Items within that Sub-Group or Category, you can use the New Copy option to save time and data entry.

1.Select Setup | Resources | Items from EventPro's main menu.
2.Choose the tab under which you want to work: Setup, Staffing, Catering or Beverages.
3.Select the sub-group or category you want to copy in the upper selection grid.
4.Click the New Copy button next to the upper selection grid.

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5.The Sub-Group or Category [New] window appears. Make any changes you need for the new item, following the instructions in Setup Resource Items, Staffing Resource Items, Adding Catering Items to Resources, or Adding Beverage Items to Resources above.
6.The copy function will copy all of the items under the sub-group or category, but note that the availability of the items is determined by the availability set in the source sub-group/category (from which you copied) as  well as the setting you choose in the new sub-group/category.

For example, if Item A is only available in one effective date in the source sub-group, and you copy that sub-group specifying that the Details will be available in All effective dates, the new copy of Item A will still only be available in the one effective date specified in the source sub-group.

7.Click Save.