Navigating the form

Project parameters

Enter the project number or template to be copied and enter a name for the new project you are creating.

Copy general information

View general information.

Note
Any changes to the fields on this form overwrite the corresponding field entries for the copied template project.

Project contract

Select how you want the project contract to be created.

Copy address

View delivery and contact information for the new project.

Note
Any changes to the fields on this form overwrite the corresponding field entries for the copied template project.

Copy sorting and dimension

View the sorting fields and dimensions of the new project.

Note
Any changes to the fields on this form will overwrite the corresponding field entries for the copied template project.

Copy relations

View the values to be copied from the project.

Note
Any changes to the check boxes on this form will overwrite the corresponding field entries for the copied template project.

Edit project

Edit or view information for the project about to be copied.

Select all

Select all base values to be copied.

Clear all

Clear all selected check boxes for copying.

View existing

View projects that have already been created.

Template

Select the project number or template that you want to copy to the new project.

Parent project

Enter a parent project to which you can attach the newly created subprojects.

New project

Enter a new project to copy the template to. This does not require a parent project. However, if you enter a parent project, the form automatically uses a new project that is based on the format of the copied template project.

Naming

Select the type of name for the new project.

Project name

Enter the new project name.

Project group

View the project group.

Sales manager

Select a sales manager for the new project. At a later date, you can choose to edit this selection.

Project manager

Select a project manager for the new project. At a later date, you can choose to edit this selection.

Project controller

Select a project controller for the new project. At a later date, you can choose to edit this selection.

Start date

Select a start date for the project.

End date

Select an end date for the project.

Sales tax group

Select the sales tax group for the project.

Price group

Select the price group for the project.

Method

Select how to create the project contract.

Project contract

Select a project contract to attach to the new project.

Customer account

View the customer account number attached to the project contract.

Delivery name

Enter a name for delivery.

Street name

Enter the street address for delivery.

Delivery ZIP/postal Code

Enter the ZIP/Postal Code for delivery.

City

Enter the city for delivery.

County for delivery

Enter the county for delivery.

State for delivery

Enter the state for delivery.

Country/region for delivery

Enter the country/region for delivery.

Internet address

Enter the Web site of the customer attached to the project.

E-mail

Enter the e-mail address of the customer attached to the project.

Sort field 1

Select the materials involved or the type of project.

Sort field 2

Select the country/region for the project.

Sort field 3

Select the size of the project.

Department

Select the department that will be attached to the new project.

Cost center

Select the cost center that will be attached to the new project.

Purpose

Select the purpose of the new project.

Activities

Select this check box to copy activities to the new project.

Line property setup

Select this check box to copy the line property setup to the new project.

Ledger posting

Select this check box to copy the ledger posting to the new project.

Categories

Select this check box to copy the categories to the new project.

Employees

Select this check box to copy employees to the new project.

Sales price - Hour

Select this check box to copy an hour type sales price to the new project.

Cost price - Hour

Select this check box to copy hourly cost price to the new project.

Sales price - Expense

Select this check box to copy an expense type sales price to the new project.

Sales price - Fee

Select this check box to copy a fee type sales price to the new project.

Sales price - Subscription

Select this check box to copy subscription sales prices to the new project.

Default offset accounts

Select this check box to copy the default offset accounts to the new project.