What happens when I duplicate a performance template?

To duplicate a performance template, use the Performance Templates task. Search for and select this task in the Setup and Maintenance work area or go to My Client Groups > Performance.

You have the option to copy all document period information, if it exists, including eligibility profiles, from the original template. Edit the document period name and short period name on the Document Periods tab to avoid having Copy in the title. If you copy periods, the new template opens, otherwise the template appears in the search results list, from where you can open it.

If the template you duplicate is in use, the In Use status of the copied template is set to No. This lets you edit the new template before making it available. If eligibility profiles are added, documents created from the template aren't available until eligibility is processed.