Option 1: copying one activity at a time

  1. Access Activity Copy (AC110).
  2. Create a job to copy a single activity to a new activity. Use these guidelines to specify the field values on the Type of Copy tab.
    From Activity

    Specify or select the source, or "from," activity. This activity must exist in Project Accounting.

    To Activity Group

    Select the activity group for the new activity using one of these options:

    • To use the source activity's activity group, leave the To Activity Group field blank.

    • To use a different activity group, specify or select an existing activity group. Activity Copy validates the activity group's level structure, and if it is valid for the source activity's level address, then the new activity is added with the activity group you specify.

    • To use an activity group that does not exist, specify a new activity group name and description. Activity Copy automatically defines the new activity group using the same parameters as the source activity's activity group.

    To Activity

    Specify the new activity name and description.

    To Level Address

    Specify the new activity's level address.

    Note: Ensure that you use leading zeroes where necessary to populate each level address segment. Example: The level size of the first segment is 2 and the second segment's size is 3. The new activity's level address is 10-075, so specify "10075".
    Activity Dates

    Specify the new date range for the new activity. If left blank, it will copy the date range from the From Activity field.

  3. On the Options tab, select the additional information to copy from the source activity to the new activity. Use these guidelines to specify the field values:
    Long Description

    Select whether or not to copy the From Activity's long description.

    Asset

    Select whether or not to copy the From Activity's activity asset parameters.

    Resource Assignment

    Select whether or not to copy the From Activity's resource assignments.

    Account Category Assignment

    Select whether or not to copy the From Activity's account category assignments.

    Account Assignments

    Select whether or not to copy the From Activity's General Ledger account assignments.

    Burden Assignments

    Select whether or not to copy the From Activity's burden assignments.

    Activity Attributes

    Select whether or not to copy the From Activity's activity attributes along with any assigned attribute values.

    User Analysis Fields

    Select whether or not to copy the From Activity's default user analysis values.

    POP Dates

    Select whether or not to copy the From Activity's period of performance dates. The default setting is No.

    POP Template

    Specify or select a period of performance template.

    Award Data

    If you are using Grant Management, then select whether to copy the From Activity's award information. If you select Yes (Y), then it will copy award information such as protocols, deliverables, personnel, and subcontractors. The cost share and program activities are not included in the copying process. The default setting is No.

    Budget Edit Parameters

    Select whether or not to copy the From Activity's budget edit parameters.