Copy (Save As) a Heatmap Definition

The Copy Save As feature enables you to copy the details from an existing definition to a new definition by using a new Legal Entity or Entities. Perform the following steps to copy and save a Heatmap definition:

1. Select the desired Heatmap definition.

   Note:

   Only Approved definitions can be copied.
2. Click the Action icon.
3. Select Save As to open the Save As window.
4. In the Save As window, enter a name and description in the Name and Description fields.
5. In the Source Legal Entities drop-down list to select the Legal Entity that was used in the Definition that has been copied.

   By selecting the Source Legal Entity, you can to copy its' mappings to the Target Legal Entity in the Heatmap (Edit) screen.

6. In the Target Legal Entities drop-down list, select the required Legal Entity(s).

   The Legal Entities in this list are those that have not been used in other definitions.

7. Click Save. The Heatmap definition is saved under a new name.
8. Select the newly saved definition from the Heatmaps Summary page.
9. Click the Action icon and then select Edit.
10. Populate the relevant fields.

    If a Legal Entity that has already been used in another definition is selected, then the application gives you an error message when you try to save this definition, therefore, ensure that a unique Legal Entity is selected.

11. It is mandatory to select a new Legal Entity(s) and then delete the old Legal Entity before clicking Submit. Perform the following steps depending on whether you want to copy the old definition's Emissions Factor Database Mappings the newly selected Legal Entities or not:
    1. If you want to copy the old definition's Emissions Factor Database Mappings to the new Legal Entity:
       1. Click the Select Legal Entity icon to open the Legal Entity window:
       2. In this window, click the Legal Entity field to select a Legal Entity from the drop-down list. Multiple Legal Entities can be selected in this window. When multiple Legal Entities are selected, they will appear in the Legal Entity drop-down list in the Definition Summary pane.

          Note:

          • A definition can only use Legal Entities that are not part of existing definitions.
          • The application supports one definition using multiple Legal Entities that have not been used in other definitions.
       3. Click Apply. The Copy Across button is enabled.
       4. Click Copy Across. The old definition's Emissions Factor Database Mappings are copied to the newly selected Legal Entity(s).
       5. If required, modify the mappings.
       6. Click the Select Legal Entity icon to open the Legal Entity window:
       7. In this window, delete the old Legal Entity.
    2. If you do not want to copy the old definition's Emissions Factor Database Mappings to the new Legal Entity:
       1. Click the Select Legal Entity icon to open the Legal Entity window:
       2. In this window, delete the old Legal Entity.
       3. Select a Legal Entity from the drop-down list. Multiple Legal Entities can be selected in this window. When multiple Legal Entities are selected, they will appear in the Legal Entity drop-down list in the Definition Summary pane.

          Note:

          • A definition can only use Legal Entities that are not part of existing definitions.
          • The application supports one definition using multiple Legal Entities that have not been used in other definitions.
       4. Click Apply.
       5. If required, modify the mappings.
12. Click Save and then click Submit to submit this definition to the Approver for approval.