In the left navigation pane, click Investment Planning. The Investment Planning tab opens. In the left-hand column, click Plans. The Plans spreadsheet opens.
Select the plan you want to copy by checking the box to the left of the plan name.
From the Action menu, click Copy. The Copy Plan dialog box appears.
In the Plan box, type in a new plan name. The name defaults to "Copy of 'plan name'".
Click OK. You will return to the Plans spreadsheet and will see your copied plan.