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PM Copy Project

PM Copy Project creates a new project (and contract in PM Contracts) from an existing project in the active company. The destination can be another PM company. After the copy, open the new project with PM Interface when you are ready for Job Cost.

There is no separate numbered how-to in Trimble Help beyond the form and field definitions.

Before you start​

  • Source project exists in the active company (type or F4).
  • Destination project number does not already exist (F4 lists existing numbers to avoid).
  • Destination contract: up to 9 characters including dashes; defaults to the new project code. You may use an existing contract only if status is Open (1) or Pending (0) — then remaining contract fields lock and only source contract items that are missing on the destination are copied.
  • Department = valid JC Department for the destination company; Customer (if entered) = valid AR customer there.
  • Liability template (JC Liability Template) and State (HQ States) default from the source and can be overridden.
  • Destination job and contract inherit the source’s data-level security groups (change later in those programs).
  • If source and destination companies differ, vendor / customer / tax / phase / material groups (and PR company) control what is skipped or grayed out.

Steps​

  1. Open PM Copy Project.
  2. Enter Source Project.
  3. Enter Destination PM Company.
  4. Enter new Destination Project, Description (defaults from source, 60 chars), Liability Template, State.
  5. Enter Destination Contract and Description (defaults from the new job), Department, Customer, Retainage % (applies to every new contract item and becomes PM Contracts Default Retainage %), Start Month (current month/year — not the source start month).
  6. Copy Amounts: None (often best for project-specific estimates), All Amounts (original + current estimates), or Original Estimates Only.
  7. Check Additional Information to Copy as needed (some options gray when data groups differ).
  8. Copy. Success creates the project in PM Projects and the contract in PM Contracts (plus memos and custom fields as below). On error you also get a message that the copy did not complete.

What is copied​

Always / conditional (not a checkbox): project + contract setup; user-defined memos on source contract/items, project, phases, and cost-type detail; custom fields on source project (PM Projects, Project Phases, Cost Types Detail) and source contract/items; locked source phases stay locked; PR State Code; security groups inherited.

Optional checkboxes: Subcontract Detail; Material Detail; Project Firms; Drawing Logs/revisions; Change Order Header → Items → Detail (uncheck header disables items and detail; uncheck items disables detail); Project Budgets; Other Documents; Submittals - 6.5 (no header/item dates, no copies sent/received; does not copy enhanced submittals); Submittal Items 6.5 (only if Submittals checked); Item Retainage; Item Departments; JB Bill Groups; Project Reviewers; Job Roles (enables Job Phase Roles; useful with Workflow); Job Phase Roles; Projection Codes (PM Cost Projections only — can also copy later with Copy Projection Codes).

What is not copied​

  • Most PR Info tab payroll data except PR State Code (set the rest manually). If PR companies differ, PR-related project master data is not copied (help does not say whether State Code still copies in that case).
  • Vendor groups differ → vendor, firm, firm contact, project firms.
  • Customer groups differ → only destination contract customer (blank + missing source customer in destination = not copied).
  • Tax groups differ → all tax-related fields.
  • Phase groups differ → phase and cost-type info including markups, job phases, cost type headers, subcontract/material detail, and change order detail. Subcontract Detail, Material Detail, and Project Firms checkboxes are disabled when the phase group differs.
  • Material groups differ → material detail copies without material codes.
  • Unchecked options. Off Item Retainage → new items use contract retainage %. Off Item Departments → items use destination contract department. Off JB Bill Groups → no JB Bill Groups record. No reviewers → set on PM Projects Reviewers tab.

Notes​