<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tp/pdm/tppdm7840m000" xml:lang="en">
   <Header>
      <Title>Copy Projects (tppdm7840m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to copy data from one
		  project to another. Almost all the source-project data can be copied except for
		  customized items and project warehouses.</Paragraph>
         <Paragraph>The session opens as <GUIRef href="" role="manual">Create Project from Template</GUIRef> when you use the <GUIRef href="" role="manual">Create Project from Template</GUIRef> option in the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <Link href="/baanerp/tp/pdm/tppdm6500m000" role="session">Projects (tppdm6500m000)</Link> session. The <GUIRef href="" role="manual">Copy Estimate to Project</GUIRef> check box is disabled.</Paragraph>
         <Paragraph>The session opens as <GUIRef href="" role="manual">Save as Template</GUIRef> when
		  you use the <GUIRef href="" role="manual">Save as Template</GUIRef> option in the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <Link href="/baanerp/tp/pdm/tppdm6500m000" role="session">Projects (tppdm6500m000)</Link> session. The <GUIRef href="" role="manual">Copy Estimate to Project</GUIRef> check box is disabled.</Paragraph>
         <Paragraph>If the <GUIRef href="" role="manual">Accounts</GUIRef> check box in the <GUIRef href="" role="manual">Integration Mapping Scheme Details (Project) (tfgld4502m000)</GUIRef> session is selected and the transaction origin is either Project and
		  Commitments or Project Revenues, the project has account schemes that will be
		  copied to the other project.</Paragraph>
      </AimSection>
      <GeneralSection>
         <List>
            <ListIntro>The destination warehouse can only be copied to a target
			 project if the warehouse:</ListIntro>
            <ListItem>Is of type Project.</ListItem>
            <ListItem>Uses the same enterprise unit as the target project.</ListItem>
            <ListItem>Is not linked to a project.</ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>If a material budget line is copied for which a configured
				generic item is present, the product variant cannot be copied.</ListItem>
               <ListItem>For PCS items, the product variant is copied only if the
				budget line is copied within the same project.</ListItem>
               <ListItem>If you copied a project or a budget, you must run the <GUIRef href="/baanerp/tp/ptc/tpptc1255m000" role="session">Customize Items in Budget (tpptc1255m000)</GUIRef> session to customize the items on the budget
				lines of the new project and/or budget.</ListItem>
            </List>
         </Note>
         <List>
            <ListIntro>If the budget line with a PCS item is copied to another
			 project, the PCS item cannot be copied and must be replaced:</ListIntro>
            <ListItem>If the item originates from a configured generic item, the
			 generic item will replace the PCS item in the new project. The item that
			 replaces the PCS item must be present in the <GUIRef href="/baanerp/tp/pdm/tppdm0505m000" role="session">Items - Project (tppdm0505m000)</GUIRef> session, otherwise the budget line cannot be copied.</ListItem>
            <ListItem>If the item is derived from a standard item, the standard
			 item will replace the PCS item in the new project. The item that replaces the
			 PCS item must be present in the <GUIRef href="/baanerp/tp/pdm/tppdm0505m000" role="session">Items - Project (tppdm0505m000)</GUIRef> session, otherwise the budget line cannot be copied.</ListItem>
            <ListItem>If the item is not derived from a standard or configured
			 item, the budget line is not copied.</ListItem>
         </List>
      </GeneralSection>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="cprj">
         <Header>
            <Title>Project</Title>
         </Header>
         <FuncDesc>The code that identifies the project from which you are copying
		  data.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="cprj.desc">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc> The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="psts">
         <Header>
            <Title>Project Status</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tp/glossary/glossary#000087" role="glossary">status</Link> of the project from which you are copying.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="source.eu">
         <Header>
            <Title>Enterprise Unit</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000011" role="glossary">enterprise unit</Link> of the copied project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="source.eu.desc">
         <Header>
            <Title>Enterprise Unit</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="cprj.copy">
         <Header>
            <Title>Project</Title>
         </Header>
         <FuncDesc>The code that identifies the project to which you are copying
		  data.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="cprj.c.desc">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc> The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="sub.proj">
         <Header>
            <Title>Subproject</Title>
         </Header>
         <FuncDesc>If this check box is selected, the project is a subproject.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="main.proj">
         <Header>
            <Title>Main Project</Title>
         </Header>
         <FuncDesc>Specify the project to which the subproject is linked.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>This field is enabled only if the <GUIRef href="" role="manual">Subproject</GUIRef> check box is selected.</Paragraph>
            <Paragraph>If the target project is a sub project and a <Link href="/baanerp/tp/glossary/glossary#000308" role="glossary">template</Link>, you must link a project which is defined as a
			 Main project and a template in the <Link href="/baanerp/tp/pdm/tppdm6100s000" role="session">Project (tppdm6100s000)</Link> session.</Paragraph>
            <Paragraph>If the source project you are copying is not a template, you
			 must link a project which is defined as a Main project and is not a template in
			 the <GUIRef href="" role="manual">Project (tppdm6100s000)</GUIRef> session.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp>
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="padr">
         <Header>
            <Title>Address Code Project</Title>
         </Header>
         <FuncDesc>Enter the default address code of the target
		  project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="add.nama.1">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="sadr">
         <Header>
            <Title>Ship-from Address</Title>
         </Header>
         <FuncDesc>Enter the default address code of the target
		  project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="add.nama.2">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="target.eu">
         <Header>
            <Title>Enterprise Unit</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000011" role="glossary">enterprise unit</Link> of the new project. The financial transactions that result from the
		  project work, are posted to the financial company that is linked to this
		  enterprise unit.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>By default, this is the same enterprise unit as the
				enterprise unit of the source project. If you enter a new enterprise unit, the
				following conditions apply:</ListIntro>
               <ListItem>The enterprise unit must be present in the <GUIRef href="" role="manual">Enterprise Units (tgbrg0530m000)</GUIRef> session.</ListItem>
               <ListItem>The home currencies of the financial company of the target
				enterprise unit must be the same as the home currencies of the financial
				company that is linked to the enterprise unit of the source project.</ListItem>
               <ListItem>The fiscal periods of the source project must be the same
				as the fiscal periods of the financial company of the enterprise unit of the
				target project.</ListItem>
               <ListItem>The new project periods must be in line with the <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef> periods of the <GUIRef href="" role="manual">Periods (tfgld0105m000)</GUIRef> session.</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="target.eu.desc">
         <Header>
            <Title>Enterprise Unit</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="frm.pwar">
         <Header>
            <Title>Priority SupplyWarehouse</Title>
         </Header>
         <FuncDesc>The general warehouse defined in the target project from where
		  the goods are sent to the project warehouse.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="pwar.dsca">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc>The description or name of the code.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="new.stdt">
         <Header>
            <Title>Start Date</Title>
         </Header>
         <FuncDesc>The start date of the project.</FuncDesc>
         <SimpleSection>
            <Paragraph>When you specify the project start date, LN calculates
			 the project finish date on the basis of the duration of the activity. The date
			 is deflected forward or backward on the basis of preponement or postponement of
			 the project start date.</Paragraph>
            <Paragraph>The activity dates also are deflected on the basis of the
			 duration of the activity and the dates are deflected forward or backward on the
			 basis of preponement or postponement of the activity start date.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="new.fidt">
         <Header>
            <Title>Finish Date</Title>
         </Header>
         <FuncDesc>The end date of the project.</FuncDesc>
         <SimpleSection>
            <Paragraph>When you specify the project finish date, LN calculates
			 the project start date on the basis of the duration of the activity. The date
			 is deflected forward or backward on the basis of preponement or postponement of
			 the project finish date.</Paragraph>
            <Paragraph>The activity dates also are deflected on the basis of the
			 duration of the activity and the dates are deflected forward or backward on the
			 basis of preponement or postponement of the activity finish date.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="copy.est.to.prj">
         <Header>
            <Title>Copy Estimate to Project</Title>
         </Header>
         <FuncDesc>If this check box is selected, an estimate project is copied to a new
		  project with a new series number. The estimate project is automatically
		  blocked, the bid is accepted. You can only add estimate lines to the new
		  project. Actual budget data is not copied, because the target project may have
		  a defined estimate.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="gen.data.yeno">
         <Header>
            <Title>General Project Data</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Revenue codes of progress invoicing elements</ListItem>
               <ListItem>Contracts by project items</ListItem>
               <ListItem>Project specific rates</ListItem>
               <ListItem>Project documents</ListItem>
               <ListItem>Employees responsible by project</ListItem>
               <ListItem>Appointments by project</ListItem>
               <ListItem>Third parties by project</ListItem>
               <ListItem>Contract by project and price group</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>The option is not available if you are copying to an
			 existing project.</Paragraph>
            <Paragraph>If you use the external program <Link href="/baanerp/tc/glossary/glossary#000013" role="glossary">tax provider</Link>, the general project data must be copied.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="cost.unit.yeno">
         <Header>
            <Title>Project-related Cost Objects</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Project item project data</ListItem>
               <ListItem>Project labor data</ListItem>
               <ListItem>Project equipment data</ListItem>
               <ListItem>Project subcontracting data</ListItem>
               <ListItem>Project sundry costs</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="estimate.yeno">
         <Header>
            <Title>Estimating Data</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Estimate versions</ListItem>
               <ListItem>Estimate structures</ListItem>
               <ListItem>structural elements</ListItem>
               <ListItem>Estimate lines</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="scope.def.yeno">
         <Header>
            <Title>Scope</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Elements</ListItem>
               <ListItem>Element relationships</ListItem>
               <ListItem>Project plans</ListItem>
               <ListItem>Activity structure</ListItem>
               <ListItem>Milestones</ListItem>
               <ListItem>Extensions</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>The <GUIRef href="" role="manual">Scope</GUIRef> check box gets checked by default
			 when you select the Baselines, Bottom Up, Top Down, Budget Cost Analysis Codes,
			 Time Phased Budget Analysis Codes, Advance Payment Requests, Installments,
			 Budget Surcharges, Cost Surcharges and Revenue Surcharges check
			 box.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="baseline.yeno">
         <Header>
            <Title>Baselines</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Baselines</ListItem>
               <ListItem>Activity</ListItem>
               <ListItem>Milestone Baselines</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="bottom.up.yeno">
         <Header>
            <Title>Bottom Up</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Elements</ListItem>
               <ListItem>Element relationships</ListItem>
               <ListItem>Plans</ListItem>
               <ListItem>Activities</ListItem>
               <ListItem>Extensions</ListItem>
               <ListItem>Material budget lines</ListItem>
               <ListItem>Labor budget lines</ListItem>
               <ListItem>Equipment budget lines</ListItem>
               <ListItem>Subcontracting budget lines</ListItem>
               <ListItem>Sundry cost budget lines</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>To copy this data, you must select the <GUIRef href="" role="manual">Project-related Cost Objects</GUIRef> check box.</Paragraph>
            <Paragraph>When you copy the budget data, by default the structure is
			 also copied.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="top.down.yeno">
         <Header>
            <Title>Top Down</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the following data:</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>Budget versions</ListItem>
               <ListItem>Budget amounts of activities by versions</ListItem>
               <ListItem>EV method related data</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="bca.code.yeno">
         <Header>
            <Title>Budget Cost Analysis Codes</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the budget cost analysis codes by project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tpb.code.yeno">
         <Header>
            <Title>Time-Phased Budget Analysis Codes</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the time phased budget analysis codes by
		  project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="advance.yeno">
         <Header>
            <Title>Advance Paym. Requests</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the advance payment schedules.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="installment.yeno">
         <Header>
            <Title>Installments</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the installment schemas.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="budget.surch.yeno">
         <Header>
            <Title>Budget Surcharges</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the budget cost surcharges by project.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="cost.surch.yeno">
         <Header>
            <Title>Cost Surcharges</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the cost surcharges.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="rev.surch.yeno">
         <Header>
            <Title>Revenue Surcharges</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN copies the revenue surcharges.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="appr.yeno">
         <Header>
            <Title>Conversion Factors</Title>
         </Header>
         <FuncDesc>The conversion factor for the item. Allowed values</FuncDesc>
         <SimpleSection>
            <List>
               <ListItem>
                  <GUIRef href="/baanerp/tc/domains/ynna#yes" role="option">Yes</GUIRef>: LN copies the conversion factors to the target item, and approves
				them directly.</ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tc/domains/ynna#no" role="option">No</GUIRef>: LN copies the conversion factors to the target item. However, you
				must use the <GUIRef href="/baanerp/tc/ibd/tcibd0103m000" role="session">Conversion Factors (tcibd0103m000)</GUIRef> session, to approve
				the conversion factors manually.</ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tc/domains/ynna#not.app" role="option">Not Applicable</GUIRef>: LN copies
				the conversion factors to the target item. The approved conversion factors
				remain approved, and the unapproved conversion factors remain
				unapproved.</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
   </Fields>
   <FormCommands>
      <CommandHelp ID="exec.cont.process">
         <Header>
            <Title>Copy</Title>
         </Header>
         <FuncDesc>Copies the selected data from the source project to the target
		  project.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>