Copy a Project

1. Open the project you wish to copy.
2. From the Project Menu, click Set Up > Main.
3. Click the Copy Project button.
4. Fill out the requested information and click Copy.

Note:

• In the newly created project, you will need to change the sales order number and the purchase order number (if applicable).
• You must complete the project document list by filling out the delivery days and reference date.
• If you selected the checkbox to copy the units, the stages and levels on the Code List (Requirements) screen will be filled out for you.
• Adjust the document ref assign screen as needed.
• Before you begin attaching documents to the new project ensure that you re-run the document auto numbering format again. If you don't the references will contain the old sales order numbers.