Copy a Unit

You can copy an existing unit from any unit table to another unit table.

If you have multiple companies in DPS:

• You can copy units from tables that belong to other companies in your enterprise.
• If any general ledger accounts from the copied unit are not valid for the active company, the accounts do not get copy into the fields in the units grid. You must enter valid account numbers in the blank fields.

Credit project, phase data, and task data does not get copied to the new unit.

To copy an existing unit to a unit table:

1. From the Navigation menu in the desktop application, click Settings > Units.
2. In the Search field on the Unit Tables form, select the unit table to copy the unit to.
3. On the toolbar of the units grid, click Copy.
4. On the Unit Copy dialog box, select one or more existing units that you want to copy to the unit table.
5. Click Select. The selected units are copied to the grid on the Unit Tables form.
6. Edit and enter information for the copied units as needed.
7. Click Save.