Use the fields and options on the form to copy a
project.
The Copy
Project form is available when you are viewing a
project at any level of the work breakdown structure (WBS).
Contents
Field | Description |
Copy Plan
|
Select the checkbox to copy the plan along with the
project. If you choose to copy the plan,
DPS displays the
Plan Start calendar. The
Copy Plan field is disabled if you are copying a
project that does not have a plan. If your role's security settings do not allow you to add plans, the
Copy Plan checkbox and the calendar do not appear.
- DPS copies all Plan Settings.
- If the
project from which are copying the plan has only one level,
DPS copies the entire plan.
- If the
project from which are copying the plan has more than one level,
DPS copies only the plan levels for the project levels that are kept and saved in the Edit Project Structure grid.
- If you change the Plan Start Date in the New Project form,
DPS shifts the Plan and all assignments.
|
Plan Start
|
DPS displays this field only if you select
Copy Plan. This field defaults to the plan start date of the plan being copied, but you can specify a new plan start date.
|
Project Number
|
You must enter a unique
project number if auto-numbering is not enabled. If auto-numbering is enabled,
DPS displays the message
Will be autonumbered in the field; in this case, the field is enabled or disabled depending on the setting for auto-numbering override in
:
- Auto-numbering override is enabled: The field is enabled but is not required.
- Auto-numbering override is disabled: The field is disabled and is not required.
|
Name
|
DPS automatically populates this field with the name of the current
project, but you can change it.
|
Long Name
|
Defaults to the entry in
Project Name, but you can change it.
|
Charge Type
|
This field displays only if you have activated the Accounting application or Resource Planning application. Select the charge type for the new
project from the drop-down. The charge type you select applies to all WBS levels. If the
Available for use in processing check box is not selected, this entry is optional.
|
Copy Billing Terms
|
Select this option to copy the billing terms from the existing
project. This field is disabled if the
project that does not have billing terms.
When you copy billing terms and also remove one or more
phases or
tasks from the WBS that is copied for the new
project, this could result in modification of the billing terms if some of the original billing settings explicitly reference the removed WBS elements. For example, if
Consolidate All Posting is selected in the original billing terms and you remove the
phase in the
Phase to Post field,
Consolidate All Posting will no longer be selected in the billing terms for the new
project.
|
Continue
|
Click
Continue to create the new
project:
- If the new project has only one level of WBS,
DPS displays the newly created
project in Add/Edit All Mode.
- If the new
project has multiple levels of WBS,
DPS displays the Edit
Project Structure grid. There, you can edit fields for multiple WBS levels at the same time, as well as add and remove phases and
tasks.
When you create the new
project,
DPS copies all data from the copied
project to the new
project, except the following:
- linked
opportunities
- linked promotional
projects
- linked
projects
- activities
- project codes
- descriptions
- dates and costs
- location
- attachments
- team
employees (their status in the new
project is proposed)
- team
employees start and end dates
- team
vendors (their status in the new
project is proposed)
- Contract Management tab data
- contracts
- contract details
- notes
- credit
- awards grid data
- links
|