Copy a Consolidation Group

To create a new consolidation group, you can copy another group's data and modify it, instead of creating new data from scratch.

To copy a consolidation group:

  1. On the Navigation menu in the desktop application, click Settings > Organization > Consolidated Reporting.
  2. On the Consolidated Reporting Setup form, click New and select one of the following choices:
    Option Description
    Copy Current Reporting Group Click this to copy data from the current consolidation group to a new consolidation group record.
    Select Reporting Group to Copy Click this to open a dialog box that lists all existing consolidation group records, then select a record. Deltek copies data from the record to a new consolidation group record.
  3. Use the Group field on the General tab to give the new consolidation group a name.
  4. Modify data on the tabs, as necessary.
  5. Click Save.