> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/action-plans/copy-an-action-plan.md).

# Copy an Action Plan

You can copy an existing action plan to create a new plan that starts with the same information. This is useful when creating plans for a new reporting period or adapting a state-level plan for individual or unit use.

## Copy Options

Depending on your permissions and the plan's level, different copy options may be available:

* **Copy to Next Reporting Period** — Creates a copy in the next available reporting period.
* **Copy to Current Reporting Period** — Creates a copy in the current reporting period (for plans from previous periods). Organization administrators and data managers can copy any individual-level plan from a past reporting period to the current year, including plans they did not create.
* **Copy to Individual Plan** — Creates an individual-level copy from an approved state-level plan.
* **Copy to Unit Plan** — Creates a unit-level copy from a state-level plan.
* **Copy to State Plan** — Creates a state-level copy (requires administrator permissions).

{% hint style="info" %}
**TIP:** A target reporting period is offered for copying as soon as it includes at least one of the plan's **Critical Issues** and one of its **Program Areas** — it no longer needs to be fully set up first. **Completed** and **Approved** plans can be copied forward, and copying to a reporting period is available to organization administrators as well as Program Area Team Leaders and Consultants for that period. If none of these criteria are met, PEARS displays a message explaining why the copy isn't available.
{% endhint %}

## Copy an Action Plan

{% stepper %}
{% step %}

#### Open the Action Plan

Navigate to the action plan detail page.
{% endstep %}

{% step %}

#### Select a Copy Option

Click the **More** dropdown menu and select the appropriate copy option.

![Screenshot: The action plan detail page with the More dropdown menu expanded, showing copy options such as Copy to Next Reporting Period, Copy to Individual Plan, and Copy to Unit Plan](/files/uvyySDrXiyQ2kYUDivjP)
{% endstep %}

{% step %}

#### Review the Copy

PEARS creates the new action plan and opens it for editing. The title is appended with "(Copy)".

Review and update the following:

* **Title** — Edit the title to give the new plan a unique, descriptive name.
* **Reporting Period** — Verify the correct reporting period is selected.
* **Collaborators** — The collaborator list is reset and needs to be reconfigured.
  {% endstep %}
  {% endstepper %}

{% hint style="info" %}
**TIP:** When copying a plan, all outcomes and indicators are carried over to the new plan. Linked state and multi-state plan references may be cleared or preserved depending on the copy type.
{% endhint %}