Is it possible to copy between organisations?

Updated on December 12, 2015 in Scorecards
2 on July 27, 2016

I can’t for the life of me remember how to copy a scorecard or elements of a scorecard between organisations.  i’m sure I have done it before!

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1 on July 27, 2016

Copying between organisation is easy:

  • Select the object you want to copy in the tree
  • Right click on the object and select copy
  • Go to the organisation where you want to make the copy
  • Select the object you want the copy to appear under
  • Right click on that object and select paste
  • The object (structure) will appear (together with any sub-structure)

The only anomaly to the above is if you copy a complete scorecard and want to paste it straight into a new organisation node. In that instance when you select the new (empty) node, a ‘Paste Balanced Scorecard’ button will appear, just click on that and the scorecard will be copied.

on July 27, 2016

Thanks, I knew it was going to be simple!

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