PeopleSoft Enterprise Proposal Management 9.1 PeopleBook

Copying Proposals, Versions, and Projects

This chapter provides an overview of the copy functionality in PeopleSoft Proposal Management and discusses how to:

Copy proposal information.
Copy proposal versions.
Copy projects.

Understanding the Copy Functionality in PeopleSoft Proposal Management

In PeopleSoft Proposal Management, you use the Copy Proposal Process component (GM_BUD_PPSL_CPY) to copy proposals, versions, and projects. Use the:

Copy Proposal feature to copy versions to use in different proposals.

When you copy a new proposal from an existing proposal version, the system generates the new proposal, version, and project IDs. The system does not select the Create Resources Team check box when you initiate the Copy Proposal feature.
Copy Version feature to copy versions to use in the same proposal.

When you copy a version, the system generates a new version ID. The system uses the same proposal ID as the proposal version from which you are copying to prevent conflicting data when it generates the proposal into a contract.
Copy Project feature to copy projects to use in the same version.

When you copy a project, the new proposal ID and version ID match the proposal and version from which you are copying. The system generates the new project ID. Like the Copy Proposal and Copy Version pages, you can select activities and copy options on the Copy Project page. The system uses the same proposal ID as the project from which you are copying to prevent conflicting data when it generates the proposal into a contract.

Copying Proposal Information

This section discusses how to copy proposal information.

Page Used to Copy Proposal Information

Page Name	Definition Name	Navigation	Usage
Copy Proposal	GM_BUD_PPSL_CPY	Proposal Management, Proposal Management Center, Copy Proposal Proposal Management, Proposal and Version, Copy Proposal	Copy proposal information to a new proposal.

Copying Proposal Information

Access the Copy Proposal page (Proposal Management, Proposal and Version, Copy Proposal).

To Proposal

The word NEXT appears by default. When you click Copy, the system generates the next proposal ID that is available.

To Version

The word NEXT appears by default. When you click Copy, the system generates V101as the version ID.

To Start Date and To End Date

By default, the system populates the start and end dates of the proposal from which you are copying; however, you can change these values. If you change the start and end dates on the target proposal, the copy process changes the start and end dates for all of its projects and activities.

Project

From Project ID	deselect this check box for all the projects that you do not want to copy to the new proposal.
To Project ID	The word NEXT appears by default. When you click Copy, the system copies project and activity information to the next available project ID.

Activity

From Activity	deselect this check box for all the activities that you do not want to copy to the new proposal.
To Activity	The activity ID of the version from which you are copying appears by default. You can, however, select a new activity ID from the list of available choices.
Copy Options	Select a value to specify which information you want to copy to the proposal for the particular activity: Labor and Non-labor (system default), Labor, Non-labor, or None.
Copy	Click to initiate the copy process.

Copying Proposal Versions

This section discusses how to copy proposal versions.

Page Used to Copy Proposal Versions

Page Name	Definition Name	Navigation	Usage
Copy Version	GM_BUD_PPSL_CPY	Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal Click the Copy Version button on the Maintain Proposal page. Proposal Management, Proposal and Version, Maintain Proposal Click the Copy Version button on the Maintain Proposal page.	Copy version information within the same proposal.

Copying Proposal Versions

Access the Copy Version page (Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal. Click the Copy Version button on the Maintain Proposal page).

To Proposal

Displays the current proposal ID from which you are copying the proposal version. You cannot change this field. The new version of the proposal must have the same proposal ID.

To Version

Displays the word NEXT. When you click Copy, the system generates the next available version ID for the proposal. For example, if the proposal has versions V101, V102, and V103 and you are copying version V101, the system automatically labels the new version V104.

To Start Date and To End Date

The system populates the start and end dates of the version from which you are copying. You cannot modify these fields.

Project

From Project ID	The system automatically selects all projects when you enter this page. deselect this check box for all the projects that you do not want to copy to the new version of the proposal.
To Project ID	Displays the ID of the project from which you are copying information. You cannot change the number in this field. The new project ID must always equal the copied project ID, so that there are no conflicting data issues when the proposal is generated into a contract.

Activity

From Activity	Select this check box for all the activities that you want to copy to the new version of the proposal.
To Activity	The activity ID of the version from which you are copying appears by default. You can, however, select a new activity ID from the list of available choices.
Copy Options	Select a value to specify which information you want to copy to the new version for the particular activity: Labor and Non-labor (system default), Labor, Non-labor, or None.
Copy	Click to initiate the copy process.

Copying Projects

This section discusses how to copy projects.

Page Used to Copy Projects

Page Name	Definition Name	Navigation	Usage
Copy Project	GM_BUD_PPSL_CPY	Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal Click the Version link on the Maintain Proposal page, and then click the Copy Project link on the Resource Estimate page. Proposal Management, Proposal and Version, Maintain Proposal Click the Version link on the Maintain Proposal page, and then click the Copy Project link on the Resource Estimate page.	Copy project information within the same proposal.

Copying Projects

Access the Copy Project page (Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal. Click the Version link on the Maintain Proposal page, and then click the Copy Project link on the Resource Estimate page).

To Proposal

Displays the current proposal ID from which you are copying the project. You cannot change these fields. The new project must have the same proposal ID. To copy information from an entire proposal or a version, use the Copy Proposal page or the Copy Version page.

To Version

Displays the current version ID from which you are copying the project. You cannot change these fields. The new project must have the same version ID.

To Start Date and To End Date

The system populates the start and end dates of the project from which you are copying. You cannot change these fields.

Project

From Project ID	Indicates the value of the source project.
To Project ID	Displays the word NEXT. You cannot change the information in this field. When you click Copy, the system generates the next available project ID.

Activity

From Activity	Select this check box for all the activities that you want to copy to the new project. The system automatically selects all activities when you first access this page.
To Activity	The activity ID of the project from which you are copying appears by default. You can, however, select a new activity ID from the list of available choices.
Copy Options	Select a value to specify which information you want to copy to the new project for the particular activity: Labor and Non-labor (system default), Labor, Non-labor, or None.
Copy	Click to initiate the copy process.

To Proposal	The word NEXT appears by default. When you click Copy, the system generates the next proposal ID that is available.
To Version	The word NEXT appears by default. When you click Copy, the system generates V101as the version ID.
To Start Date and To End Date	By default, the system populates the start and end dates of the proposal from which you are copying; however, you can change these values. If you change the start and end dates on the target proposal, the copy process changes the start and end dates for all of its projects and activities.

To Proposal	Displays the current proposal ID from which you are copying the proposal version. You cannot change this field. The new version of the proposal must have the same proposal ID.
To Version	Displays the word NEXT. When you click Copy, the system generates the next available version ID for the proposal. For example, if the proposal has versions V101, V102, and V103 and you are copying version V101, the system automatically labels the new version V104.
To Start Date and To End Date	The system populates the start and end dates of the version from which you are copying. You cannot modify these fields.