Copy Project/Sub Project

Explanation

It is possible to copy a project or a sub project to a new project or sub project depending on the requirement.

A date for the earliest activity to start should be specified. All date information in the copied project is calculated from this value. For example, if the previous early start was the 1^st of September, 2014 and you apply the 1^st of September, 2015 as a new date, all activities will be moved forward by one year. A date offset will be calculated based on the start date of the earliest activity that is specified and used when creating all new dates. The new early start and finish dates for an activity can be calculated according to the duration of the previous project or the number of work days for the activity.

Copying Sub Projects and Structures

You can rename a subproject structure by entering the initial characters of a subproject ID along with the new name. An example of this is:

In this example, the source sub project name AB is renamed to SB in the destination sub project.

You cannot directly copy a subproject from another project to your own project if you already have a subproject with the same name. The above prefix functionality is useful in these situations. In addition, it is also a requirement that the subprojects (children) below the subproject (parent) all have the same prefix. If they do not, you will not be able to copy the subproject. It is, therefore, advisable that you prefix all your subprojects, at least when you plan on reusing the subprojects in new projects.

The same problem can occur when copying the underlying levels of a project. You should prefix the entire subproject structure in order to be able to copy it back to the same project. During the process, you should rename the subprojects, setting a new prefix for all copied subprojects, since you are not permitted to have two subprojects with the same name.

If a parent sub project exist the sub project manager will be the same as the parent sub project. If not, the project manager is set as the sub project manager.

When copying a project or subproject, all activity classes defined in a child activity will always be copied provided it is valid globally and is not blocked for use. If the validity of the activity class is set to project level it will only be copied within the project.

Copying Options

Step 2/4

Option	Copy Project wizard	Copy Sub Project wizard
Responsible Person	Sub projects: If the Responsible Person check box is selected and a sub project manager does not have a valid user connected or has not been specified, the project manager will be set as the sub project manager. If the check box has not been selected, the project manager will be the sub project manager and the financially responsible person will not be defined. Activities: If the Responsible Person check box is selected and the source activity responsible person has not been specified or he/she does not have access to the destination project, the destination sub project responsible person will be set as the responsible person for the destination activity. The destination financially responsible person will be the same as the source. If not, the source sub project financially responsible person will be set as the responsible person for the activity. If the check box has not been selected, the source sub project responsible person and the financially responsible person will be the same for the destination activity as well. Tasks: If there is no responsible person for the source task or the he/she does not have access to the destination project and the Responsible Person check box as well as the Tasks check box is selected, the destination activity responsible person is set as the responsible person for the task.	-
Constraints	If this check box is selected, all the constraints from the source activities will be copied.	-
Connected Documents	If this check box and the corresponding check box (where applicable) is selected, all the documents connected to the project, sub project, activity, etc., will be copied.	-
Delivery Project	If this check box is selected, the delivery project along with it's structure will be copied.	-
Manual Connections Settings	If this checkbox is selected, settings in Project/Manual Connections tab in the source project will be copied. Checkbox will be set to clear by default.	-
Activities Based On	If this check box and the ES/Work Days option is selected, the copied activities will be based on the early start date and the work days of the source activities. If the ES/EF is selected along with the check box, the dates of the copied activities will be based on the dates on the source activities.	-
Dependencies	If this check box is selected, all the dependencies connected to the source project that do not exist in the destination project will be copied, irrespective of project access.	-
Progress Templates	If this check box is selected, all the progress templates defined in the source activities will be copied.	-
Tasks	If this check box is selected, all the tasks connected to all the activities in the source project will be copied.	-
Document Packages	If this check box is selected, all the document packages connected to the activities in the source project will be copied.	-

Step 3/4 - This step is enabled when copying projects belonging to the same company.

Option	Copy Project wizard	Copy Sub Project wizard
Project Quotation List	If this check box is selected, all the project quotation lists that are connected to the source project that do not have a misc. demand sequence will be copied.	-
Cost Breakdown Structure	If this check box is selected, the ID of the cost breakdown structure will be copied to the destination project.	-
Resource Criteria	If this check box is selected, all the resource criteria on the source project that do not exist in the destination project will be copied, irrespective of project access.	If this check box is selected, all the resource criteria on the source project that do not exist in the destination project will be copied, irrespective of project access.
Pre-Posting Information	If this check box is selected: information in the Project/Pre-Postings tab, related to all sub projects (denoted by the wildcard symbol ), will be replaced by the source all sub project () information record. existing information in the target project's Project/Pre-Postings tab for specific sub projects will not be removed. if sub projects have been renamed, the information in the source Project/Pre-Postings tab will be copied along with the relevant renamed sub project and the correct destination project ID.	Information in the source project's Project/Pre-Postings tab, related to all sub projects (denoted by the wildcard symbol *), will not be copied. If this check box is selected: information in the source project's Project/Pre-Postings tab related to selected sub project will be copied. existing information in the target project's Project/Pre-Postings tab will not be removed. if sub projects have been renamed, the information in the source Project/Pre-Postings tab will be copied along with the relevant renamed sub project and the correct destination project ID.
Project Currency Settings for Budgeting and Forecasting	If this check box selected, the source project currency code and the project currency type will be copied.	-
Multi-Currency Settings for Budgeting and Forecasting	If this check box and the Budget in Multi-Currency check box of the source project is selected, multi-currency will be enabled for the destination project as well. It will also copy the budget currency type from the source project.	-
Pricing Information	If this check box is selected and if the destination project has no data or the values have not been used, information in the source project Project/Pricing/General tab and the multi-currency revenue reporting method will be copied to the destination project. If the existing values in the destination project have been used, the information in the source project Project/Pricing/General tab will replace the existing destination values, while the multi-currency revenue reporting method will not be replaced.	-
Resources	If this check box is selected, all resources connected the source activity will be copied provided that the source project and the destination project share the same resource criteria. If the source activity resource that is being copied has planned quantity, the spread type is set as PROFILE on the destination activity resource. It will be set to LINEAR if no default as been setup. Once the activity resource is copied the spreading is generated for it according to the copied parameters.	-
Report Codes	If this check box is selected, all report codes with the following conditions will be copied to the destination activity: Belong to the destination company. The activity report code valid to date is greater than the system date. The activity report code valid date belongs to the valid period of the same report code in basic data (defined in IFS/Human Resources)	-
Miscellaneous Demand	If this check box is selected, all part and no part misc. demands in the source project and default site will be copied. You should have access to the activities to which these misc. demands are connected. If the Connected Documents checkbox has been selected, any documents connected to the misc. demands will also be copied. If Project Quotation List is selected, any PQL connected to the source misc. demands will also be copied.	If this check box is selected, all part and no part misc. demands in the source sub project and site will be copied. You should have access to the activities to which these misc. demands are connected. If the Connected Documents checkbox has been selected, any documents connected to the misc. demands will also be copied. If Project Quotation List is selected, any PQL connected to the source misc. demands will also be copied.

Step 4/4 - This step is enabled only when copying a delivery project.

Option	Copy Project wizard	Copy Sub Project wizard
Approval Routing	If this check box is selected, approval routings that are connected to all the project items will be copied.	-
Tags	If this check box is selected, all the source project tags will be copied.	-
Tag Characteristics	If this check box is selected, all the source project tag characteristics will be copied.	-
Spare Parts	If this check box is selected, all the spare parts connected to the source project will be copied.	-
Connected Documents	If this check box and the Delivery Project check box is selected, all the documents connected to the delivery project will be copied.	-
Document Requirements	If this check box and the corresponding check box (where applicable) is selected, all the document requirements connected to the project, sub project, activity, etc., will be copied.	-
Functions	If this check box is selected, all the functions connected to the source project will be copied.	-
Project Level Overrides	If this check box is selected, all the cost and hour details in the Project Item Navigator/Cost and Hours tabs of the source delivery project will be copied.	-
Configuration	If this check box is selected, the complete structure along with the configuration details will be copied. If not, only the top most configurable part is copied.	-

Prerequisites

Both source and target projects should exist.
Each project/subproject to be copied should exist, each with a valid structure.
Delivery Project is only enabled when the IFS/Project Delivery component is installed in your system.

System Effects

The new project/subproject contains the copied structure.
The new subprojects are renamed if initial characters in the subproject ID were given.
The new project will contain copied data from all the selected objects in the source project.
All date information in the target project is calculated from the new start date of the earliest activity.
If the Copy Project or Copy Sub Project assistant is started from IFS/Project Management and the Project Delivery check box is selected:
- All project items along with their structure are copied.
- Activity links will always be copied.
- Document references and requirements for project part definitions are always copied.

Window

Project Navigator
Project
Projects

Related Window Descriptions

Project Navigator
Project
Projects

Procedure

A project can be copied using the Projects, Project Navigator or the Project window.

Copy a project:

Select the project to which you wish to copy the data.
Select the Copy Project, menu option and the Copy Project wizard will open.
Enter the source project ID.
If required, rename a subproject structure by entering the initial characters in a subproject ID along with the new name.
Enter a new early start for the earliest activity in the target project as the project start date. All date information in the copied project is calculated from that value.
Select the required checkboxes so that the data you need can be copied over, in steps 2 and 3.
If you are copying from a delivery project the Delivery Project checkbox will be enabled and selected automatically.
Click the Next button to display next page with more options.
Click Finish.

Copy a subproject:

In Project Navigator, select the project to which you wish to copy the data
Select the Copy Sub Project menu option and the Copy Project wizard will open.
Enter the source project ID, and the sub project ID. If required, rename a subproject structure by entering the initial characters and the subproject ID along with the new name.
Enter a new early start for the earliest activity in the target project. All date information in the copied project is calculated from that value.
Select the required checkboxes so that the data you need can be copied over from the steps 2 and 3.
Click the Next button to display next page with more options.
Click Finish.