PM Copy Project

The PM Copy Project form allows users to duplicate an existing project into a new one, which is for creating new projects based on a template or for projects with similar setups. This feature saves time and ensures consistency across projects, especially when dealing with repeat customers or standardized project structures.

Before you start

• An existing project to use as a source template.

Steps

1. Open thePM Copy Projectform.
2. Reference the source project that you wish to copy.
3. Enter the new project destination number for the project you are creating.
4. Modify the description, liability template, and state as necessary.
5. Ensure the contract information defaults correctly and make any necessary changes.
6. In the copy amount section, choose whether to copy no amounts, all amounts, or just the original estimate. It is recommended to selectnoneto allow for project-specific amounts.
7. Review any additional information to copy, which is optional and should rarely be used.
8. Click the copy button to create the new job number.
9. Use the PM interface to send the new project to the job cost module, which will change its status to open.

Notes

• The correct amounts are selected to be copied to avoid incorrect financial data.
• Verify that the new project number and details are accurate before proceeding.