Copy Project (tppdm7840m000)

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.

Infor LN allows you to copy the costing break set-up:

  • from an existing project to a new project
  • from a template to a new project
  • from an existing project to a template project
  • from an existing project to another existing project

The session opens as Create Project from Template when you use the Create Project from Template option in the Actions menu in the Projects (tppdm6100m000) session. The Copy Estimate to Project check box is disabled.

The session opens as Save as Template when you use the Save as Template option in the Actions menu in the Projects (tppdm6100m000) session. The Copy Estimate to Project check box is disabled.

The destination warehouse can only be copied to a target project if the warehouse:

  • Is of type Project.
  • Uses the same enterprise unit as the target project.
  • Is not linked to a project.
Note
  • If a material budget line is copied for which a configured generic item is present, the product variant cannot be copied.
  • For PCS items, the product variant is copied only if the budget line is copied within the same project.
  • If you copied a project or a budget, you must run the Customize Items in Budget (tpptc1255m000) session to customize the items on the budget lines of the new project and/or budget.

If the budget line with a PCS item is copied to another project, the PCS item cannot be copied and must be replaced:

  • 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 Items - Project (tppdm0505m000) session, otherwise the budget line cannot be copied.
  • 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 Items - Project (tppdm0505m000) session, otherwise the budget line cannot be copied.
  • If the item is not derived from a standard or configured item, the budget line is not copied.

 

Project

The code that identifies the project from which you are copying data.

Description

The description or name of the code.

Project Status

The status of the project from which you are copying.

Enterprise Unit

The enterprise unit of the copied project.

Enterprise Unit

The description or name of the code.

Project

The code that identifies the project to which you are copying data.

Description

The description or name of the code.

Subproject

If this check box is selected, the project is a subproject.

Main Project

Specify the project to which the subproject is linked.

Note

This field is enabled only if the Subproject check box is selected.

If the target project is a sub project and a template, you must link a project which is defined as a Main project and a template in the Projects (tppdm6100m000) session.

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 Projects (tppdm6100m000) session.

Description

The description or name of the code.

Address Code Project

Enter the default address code of the target project.

Description

The description or name of the code.

Ship-from Address

Enter the default address code of the target project.

Project Manager

The employee who is the manager for the project.

Note

When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.

Description

The description or name of the code.

Enterprise Unit

The enterprise unit 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.

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:

  • The enterprise unit must be present in the Enterprise Units (tcemm0130m000) session.
  • 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.
  • 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.
  • The new project periods must be in line with the Financials periods of the Periods (tfgld0105m000) session.
Enterprise Unit

The description or name of the code.

Priority Supply Warehouse

The general warehouse defined in the target project from where the goods are sent to the project warehouse.

Note

This field is mandatory only when the Warehouse Management (WH) check box is selected in the Implemented Software Components (tccom0100s000) session.

Description

The description or name of the code.

Start Date

The start date of the project.

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.

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.

Finish Date

The end date of the project.

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.

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.

Copy Estimate to Project

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.

General Project Data

If this check box is selected, LN copies the following data:

  • Revenue codes of progress invoicing elements
  • Contracts by project items
  • Project specific rates
  • Project documents
  • Employees responsible by project
  • Appointments by project
  • Third parties by project
  • Contract by project and price group
Note

The option is not available if you are copying to an existing project.

If you use the external program tax provider, the general project data must be copied.

Project-related Cost Objects

If this check box is selected, LN copies the following data:

  • Project item project data
  • Project labor data
  • Project equipment data
  • Project subcontracting data
  • Project sundry costs
Costing Breaks

If this check box is selected, Infor LN copies the costing break set-up.

Note

Infor LN copies the costing break set-up:

  • To a new project : Copies the costing break set-up to a new project from an existing project after the project structure is copied including the elements and the activities.
  • To a new project from a template: Copies the costing break set-up from a template project to a new project.
  • To a template from an existing project: Copies the costing break set-up to a template from an existing project. In case the copied peg data does not exist in the target project, the element/activity values are cleared.
  • To an existing project from an existing project: Copies the costing break set-up to an existing project. In case the copied peg data does not exist in the target project, the element/activity values are cleared.
Estimating

If this check box is selected, LN copies the following data:

  • Estimate versions
  • Estimate structures
  • structural elements
  • Estimate lines
Scope

If this check box is selected, LN copies the following data:

  • Elements
  • Element relationships
  • Project plans
  • Activity structure
  • Milestones
  • Extensions
Note

The Scope 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.

Baselines

If this check box is selected, LN copies the following data:

  • Baselines
  • Activity
  • Milestone Baselines
Bottom Up

If this check box is selected, LN copies the following data:

  • Elements
  • Element relationships
  • Plans
  • Activities
  • Extensions
  • Material budget lines
  • Labor budget lines
  • Equipment budget lines
  • Subcontracting budget lines
  • Sundry cost budget lines
Note

To copy this data, you must select the Project-related Cost Objects check box.

When you copy the budget data, by default the structure is also copied.

Top Down

If this check box is selected, LN copies the following data:

  • Budget versions
  • Budget amounts of activities by versions
  • EV method related data
Budget Cost Analysis Versions

If this check box is selected, LN copies the budget cost analysis codes by project.

Time-Phased Budget Analysis Codes

If this check box is selected, LN copies the time phased budget analysis codes by project.

Budget Surcharges

If this check box is selected, LN copies the budget cost surcharges by project.

Cost Surcharges

If this check box is selected, LN copies the cost surcharges.

Revenue Surcharges

If this check box is selected, LN copies the revenue surcharges.

Conversion Factors

The conversion factor for the item. Allowed values

  • Yes: LN copies the conversion factors to the target item, and approves them directly.
  • No: LN copies the conversion factors to the target item. However, you must use the Conversion Factors (tcibd0103m000) session, to approve the conversion factors manually.
  • Not Applicable: LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.

 

Copy

Copies the selected data from the source project to the target project.