Copy Plans (tppss0211m000)

Use this session to copy data from a project plan (the source) to a new plan for the same or another project (the target).

The target project must not contain any data.

Select the appropriate check boxes to copy activities, budget data and cost objects.

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 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.

Field Information

Project

The code that uniquely identifies the project that you want to copy.

Project

A description of the project whose plans you want to copy.

Project

This status must be either free or active.

Plan

The code that uniquely identifies the plan you want to copy.

Project

The code that uniquely identifies the project you want the data to be copied to.

Project

The project status must be either Free or Active. The copied project has the status Free . So you can change the data if you want to.

Plan

The code that uniquely identifies the plan you want the data to be copied to.

Copy Activities

If this check box is selected, the activities are copied.

Copy Activity Relationships

If this check box is selected, the activity relationship is copied.

Note: This check box is enabled only when the Copy Activities check box is selected.
Copy Budget Lines

If this check box is selected, the budget data is copied.

Note: This check box is enabled only when the Copy Activities check box is selected.
Source Version

The current version of the time-phased budget.

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.