> 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/performance-review-plans/copy-a-review-plan.md).

# Copy a Performance Review Plan

Copying a performance review plan duplicates its settings to a new year, saving time when creating plans with similar configurations.

{% stepper %}
{% step %}

#### Navigate to Performance Review Plans

From the PEARS homepage, hover over the **Plan** menu and click **Performance Review Plans**.
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{% step %}

#### Open the review plan

Click the performance review plan you want to copy from the list.

{% hint style="info" %}
**TIP:** The default list displays plans from the current reporting year. Use the **Filter** button to locate plans from previous years.
{% endhint %}
{% endstep %}

{% step %}

#### Click Copy

Click the **Copy** button on the plan details page.

![Screenshot: The review plan detail page showing the Copy button, with the plan year, positions, and assessment window details visible](/files/XpSs860x4Xi5Wh15ZSBu)
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{% step %}

#### Select the target year

The copy page opens with the current reporting year selected by default. Select a different year from the dropdown if needed.
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{% step %}

#### Review and confirm

Review the plan data and click **Copy** to finalize the duplication. A confirmation message appears when the copy is successful.
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{% step %}

#### Edit the copy (optional)

Click **Edit** to modify any settings on the newly created plan.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**TIP:** If you copied a plan to a future reporting year, adjust the **Reporting Year** filter to view your new plan. You can edit the plan at any time before its start date.
{% endhint %}
