Companies may have multiple proposals that are similar to each other within the EnterpriseTrack system. If you have to create a new project that is very similar to an existing EnterpriseTrack proposal, you can choose to copy a proposal instead of creating a new one.
- Click on the Proposal link in the left navigation bar, or select Go To > Proposals from the Top Navigation bar and locate the proposal you wish to copy.
- Click on the name of the proposal to view the proposal details.
- Click the Copy button.
- The page will refresh and a new proposal with "copy X" appended to the proposal name will be displayed.
- Click Edit in the Basic Details section and give your proposal a new name.
Note: Oracle recommends that you rename copied proposals immediately to ensure that each proposal in the system has a meaningful name.