to select, the owning organization of
the destination project(s). You can edit this field.Use this screen to mass add or update multiple projects by replicating existing information across multiple records. The utility involves two steps: adding project basic information, and updating existing project information with additional data.
For more information on this utility, please refer to the Projects Special Topic PJ-6, "Mass Add/Replicate Capabilities."
Run this utility any time you need to create or modify projects. You must fill out the Basic Info screen (Projects » Project Setup » Project Master) for the project before you use this utility to add other tables. You can also add the project's basic information at the same time as other project data by selecting the Include Basic Info check box.
Enter the project that you want to replicate. The project name displays in the field to the right. See the restrictions in the documentation for the Project Range group box for information about project leveling.
Enter the starting project in the range to be created.
Enter the ending project in the range to be created.
There are certain restrictions placed on the number of projects and projects levels that you can create. These restrictions are as follows:
You can replicate project information from an individual project node or element to another node within the same project, or to a node in another project. The exception to this rule lies in the top project node. You cannot copy a top-level project to a lower-level node. Likewise, you cannot copy a lower-level node to the top level of a new project. When you create a new project, you must also create project levels at that time. If you copy a lower-level node to a top-level project, no project levels will exist for that project. If you copy a top-level project to a lower-level node, project levels will exist at an incorrect level. Therefore, you can copy a top-level project only to another top-level project.
You can create multiple projects from a single template project. For example, you can create project 1001, 1002, and 1003 from project 1000. If you create multiple projects, only one node can be replicated.
You can replicate a branch of a project by selecting the Include Lower Levels check box. This allows you to add project 1000 and all of its lower levels. If you select this check box, however, you can replicate only one project. If you want to replicate an entire project more than once, you must execute the utility several times. If you select the Include Lower Levels check box, any data in the Ending field will be cleared.
This field displays the number of projects that will be created when you execute the Add process. To update this field, use the Fill Table button.
Select this check box to set up project basic information. You must set up the Basic Info screen (Projects » Project Setup » Project Master) before or at the same time as other project tables. The additional tables that can optionally be added depend upon the Basic Info screen. Therefore, you must set up these records before or at the same time as the dependent tables.
Select this check box to set up the entire project tree. If you select this check box, the new project will be an exact duplication of the template project in that the project levels and level lengths will be identical.
Select this check box to print a report summarizing the additions that you have made.
Once you have made your selections, click the Fill Table button to display the destination projects and their names in the table window.
This list box displays the additional project tables that can be set up as part of the replication process. You can add these tables as part of the initial project setup, or at a later time. Since these tables depend on project basic information, the replication program verifies the existence of project master tables when the utility is run. To select a table, highlight the table name in the list box. You can add multiple tables. When you have made your selections, click the Process icon on the toolbar to execute the utility.
This field displays the project number of the template project replicated.
This field displays the project number of the destination project being added.
If a single project level is being replicated (if the Include Lower Levels check box is not selected), you can modify this project number.
If a project tree is being replicated (if the Include Lower Levels check box is selected), you cannot modify the destination project number.
This restriction exists to prevent dependent lower project levels and segment lengths from being set up incorrectly.
This field displays the name of the destination project. The template project name defaults in and can be edited.
Enter, or use to select, the owning organization of
the destination project(s). You can edit this field.
This field displays the abbreviation code associated with the destination project. You can edit this field.
This field determines whether the destination project will be set as active or inactive when being created. A value of Y defaults into this field, indicating that the project will be active. You can edit this field.
Click this button to fill the table window using the template project and your selections in the Project Range group box. For each new project being created, the program will generate a separate line.
This screen updates the following tables:
PROJ
PROJ_BILL_INFO - This table updates if you select the Project Billing Info table in the Include list box.
PROJ_HIERARCHY - This table derives from the PROJ table when the Include Basic Info check box is selected. This table stores all the projects and their parent project numbers.
PROJ_SRCE_PROJ - This table derives from the PROJ table when the Include Basic Info check box is selected. This table stores all the projects and their source project numbers. The source project number is used for project labor category defaults and validations. If you select the Define Rate Sequence table in the Include list box, the PROJ_SRCE_PROJ table is re-evaluated and the appropriate source project number is updated based upon the selection in the T+M Rate Sequence Search for PLC Source Project group box in the Project Settings screen (Projects » Project Setup » Controls) and the TM_RT_ORDER table (Define Rate Sequence screen (Projects » Project Setup » Revenue Setup)).
PROJ_INVC_PROJ - This table derives from the PROJ_BILL_INFO table (determines the invoice project number) and the PROJ table (determines the child project numbers) when the Project Billing Info table is selected in the Include list box. This table stores the billing level invoice project number and all children of the invoice project.
PROJ_REV_PROJ - This table derives from the PROJ_REV_SETUP table (determines the revenue project number) and the PROJ table (determines the child project numbers) when the Project Revenue Setup table is selected in the Include list box. This table stores the revenue level project number and all children of the revenue project.