Copying Proposal Information
This section discusses how to copy proposal information.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
GM_BUD_PPSL_CPY |
Copy proposal information to a new proposal. |
Use the Copy Proposal page (GM_BUD_PPSL_CPY) to copy proposal information to a new proposal.
Navigation:
Proposal Management, Proposal Management Center, Copy Proposal
This example illustrates the fields and controls on the Copy Proposal page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
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
Field or Control |
Description |
|---|---|
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
Field or Control |
Description |
|---|---|
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. |