Copying a Template to Create a Quick Agreement Project
To create a Quick Agreement Project, you select a template to copy. Oracle Projects copies the template to the new project, along with the agreement, funding, and baselined budgets based on the following rules:
- If an agreement template is associated with the project template, the agreement and funding are copied. If a customer is specified in Quick Entry, the template customer is replaced with the specified customer. The agreement number is replaced with the project number. If a project start date is entered in Quick Entry, the agreement expiration date and funding allocated date are shifted accordingly.
- The funding, cost budget, and revenue budget are copied to the project. If these budgets are baselined, they are copied as baselined.
- If the project template has a baselined revenue budget and the new project has no project customer for a contract project, no agreement, funding, or baselined revenue budget will be copied. However, if there is a baselined cost budget, it will be copied as baselined and the baselined revenue budget will be copied as a draft revenue budget to the new project.
- If the template project has a baselined revenue budget but not baselined cost budget and the new project has a COST/COST, COST/EVENT, or COST/WORK distribution rule, the draft cost budget, if any exists, will be copied, along with the draft revenue budget, as well as agreement and funding, but with no baseline.
- If the Customer field in Quick Entry is null, the new project will have no customer, agreement, or funding. Any budgets will be copied as draft budgets.
- If Customer is not a Quick Entry field, the new project will have the same customer as the template and will also have an agreement, funding, and baselined budgets.
- If the customer entered in Quick Entry does not have a primary bill-to and ship-to site, you will receive an error message and will not be able to create the new project with that customer.
- If the customer entered in Quick Entry does not have a primary bill-to contact, you will receive a warning message but will still be able to create the new project with that customer.
