Copying a project or job

When you copy a project, its name, customer, description, status, and assigned jobs are copied. Quotes that are attached to the original project and/or jobs are not copied.

The same applies for jobs. When you copy a job, its name, description, and status are copied. Quotes that are attached to the original job are not copied.

  1. In CPQ Enterprise Quoting, select Projects in the menu.
  2. In the grid, select the check box next to the project to copy. Or open the project, and in the Jobs grid, select the check box next to the job to copy.
  3. Click Copy.
    The new project or job record is opened so you can change details and add quotes.