Restricting Line Items by Using Copy with Conditions Option

You can use the Copy with Conditions option (from the gear menu [  ] next to the record) to copy a specific line item, rather than copying all line items. You can also use this option to:

Include, or exclude attachments
Include linked records
Retain or remove references to auto-created records or line items

These copy options are set up by your administrator and will appear in a list that you can choose from.

If no copy options have been created, then the Copy with Conditions sub-menu option will be disabled.

To restrict line items using the Copy with Conditions option:

Note: The following is applicable to Company, Project/Shell, and master logs. This option is not available in the Tasks log.

Select a BP and open the BP log.
Click the gear menu (  ) next to the record that you want to copy and select Copy with Conditions.
Follow the prompts to complete copying your record for use.

Last Published Sunday, July 20, 2025