Copy an Existing SF330

Base a new S330 proposal on an existing one. After you make the copy, you give the record a new name and modify its data.

To make a new SF330 proposal from an existing SF330 proposal, complete the following steps:

1. From the Vision Navigation menu, select Proposals > SF330 Proposals.
2. Open the proposal that you want to copy.
3. Click New > Copy Current SF330.
4. After the copy displays, click Save.
5. On the Save Proposal dialog box, enter a name for the new proposal.
6. On the tabs of the SF330 form, modify the proposal data.
7. Click Save.