Copying project funding sources
A project funding source can be copied to another contract or copied for a new funding source in the same contract.
- To copy the funding source to another contract, the contracts must have the same Revenue Recognition, Billing Method, and Revenue Method.
- To copy the funding source to the same contract, the contracts must have the same funding type.
- When copying the funding source to another contract, all fields are copied. The fields in the new contract can be changed.
- When copying the funding source to a new funding source in the same contract, a new funding source is specified.
- The customer or sponsor information is from the funding source setup.
- The default projects and finance structures are copied from the project funding source.
- You can add a new contract and a new funding source from the copy function, but the new funding source is based on the funding source that you are copying.