When you need to create a new business flow similar to an existing flow, copy the current business flow and then edit as needed.
To copy a migration data business flow:
- In the sidebar, expand the Flow Type menu and then select Migration Data.
- In the Name column, select the migration data business flow you want to copy, and then select Copy from the Actions menu.
The Business Flow wizard displays a copy of the selected business flow by appending the word Copy. For example, Migrate P6 Projects to Primavera Cloud Copy.
- In the General step, rename the business flow and select Next.
Note: Select Next on each screen to advance to the next step.
- In the Source App Parameters step, specify the projects you want to migrate.
For more details, see Setting Source Provider Application Parameters to Migrate Data
- In the Destination App Parameters step, specify the location of the migrated data in the destination application.
For more details, see Setting Destination Provider Application Parameters to Migrate Data.
- In the Summary step, review all the selections made in the previous steps:
- Expand each step title to review the selections made in that step.
- Select any of the following actions:
- Select Back to navigate to a specific step and make changes.
- Select Save to add the duplicated business flow.