Deltek PIM 23.0 Online Help

Clone a Contract Item for a Project

To save time, you can create a copy of a contract item for a project. All information is copied, including recipients, attachments, user-defined questions, cost items, subject, message, and priority. Items that have been completed cannot be cloned.

To clone a contract item for a project:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Contract Management tab.
    If the Contract Management tab is not visible on the header band, click more to display additional menu items.
  3. Search for the contract item that you want to clone.
  4. In the list of results, click for the item that you want to clone, and then click Clone Item.
  5. On the contract item form, modify any of the details, as required.
    For example, you may need to update the due date.
  6. To add recipients to the contract item, do the following:
    1. Click Add Recipients.
      If the Add Recipients button is disabled, it means that there is an issue with some of the information in the form, or the required approver roles have not been assigned to people on the project. You can hover your mouse over the button to display the reason(s).
    2. To add people that must respond to the item, click Add / Remove under Reply Required, and then select each person that you would like a response from.
    3. To add people that you want to notify when you submit the item, click Add / Remove under Information Only, and then select each person that you want to notify.
  7. Click the appropriate option to submit the item.
    The available options are dependent on how your system is configured. For example, if the item is a RFI, and approval of RFIs is required, click Send RFI For Approval to submit it for approval. Alternatively, if your role on the project permits you to approve RFIs, you can click Approve and Send RFI to approve the item and submit it to the nominated recipients. Some items may not require approval.