Make a copy of an OGSM

Copy OGSM

It is possible to make a copy of an existing OGSM. You can then edit the copy. For example, you can draw up a new annual plan based on the current annual plan. The copy is placed in the same group as the original.

The copy also includes the status of items (eg progress of actions). If an action is associated with multiple OGSMs, this association will not be copied. For instance:

• I have an OGSM 'Department A 2021' and an OGSM 'Department B 2021'.
• In 'Department A 2021' there is an action 'Create a project plan'. This promotion is also visible in 'Department B 2021'
• I make a copy of 'Department A 2021' and I call it 'Department A 2022'.
• The copy contains an action 'Create project plan'. This action is only visible in this copy.

The steps to make a copy:

• Go to the OGSM you want to copy and click on 'Copy' OGSM in the menu.
• Enter a name for the copy and click on 'Copy'. The copy is now visible in the group.

You can also copy the OGSM move to another group.