Copying Information Between Contracts

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Copying Information Between Contracts

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Copying Information between ContractsTo copy information from an existing contract

1.From the Contract Navigator or Search Results region of the Search Templates and Contracts window, right-click a contract and selectCopy.The Copy window appears and the selected contract number supplied in the upper left region.

1. Select the information that you want to copy in the left half of the window.You can make multiple selections by holding down theShiftandCtrlkeys on your keyboard. You can expand the tree outlining the information by clicking any of the nodes.2. Use the right arrow button to copy information from the left-side of the window to the right (the new contract).Note:To copy the entire contract, select the Copy Entire Contract check box. After you select this check box you can no longer use the left and right panels to make selections.3. From the Copy To field, selectNew Contract. The lines and sublines are renumbered after a contract is copied. For example, if a contract has line 1 and 3; line 2 is deleted; contract has sublines 1.1 through 1.5 with 1.3 deleted. When the contract is copied, in the new contract, line numbers are 1 and 2; sublines for line 1 are now 1.1 through 1.4.Note:To copy into an existing contract select Existing Contract. To copy into a new contract that has the same contract number as the source contract but with a new modifier select New Modifier.4. To copy into a new contract, and make that contract a template, select the Template check box.When you create a new contract, you will see that template in the list of available template contracts.5. If you are copying a large contract and you do not want to use too many system resources, you can select theSubmit as Concurrent Programcheck box.6. ClickCreate.The application confirms the copy with a message.7. From the message window, selectOKto view the new contract.Note:Your administrator can set the profile OKS: Copy Notes to control whether notes are copied. If this profile is set to yes, the notes within the existing contract are copied into the new contract.Within the Notes window, the Entered By field indicatesANONYMOUSif the note was copied from an existing contract.To copy information from within the contract:1. Open a contract.2. From the Action menu, selectCopy from Contract/Template.The Copy window appears and the contract number of the contract you are in appears in the upper right region. The Copy To field is set to Existing Contract and cannot be changed. In addition, the Copy Entire Contract check box is disabled.3. ClickFindto find a contract or template from which to copy. The Search Templates and Contracts window appears.You must search for a contract, highlight the contract in the results region, and selectOK.4. Select the information to copy in the left panel.You can make multiple selections by holding down theShiftandCtrlkeys on your keyboard. You can expand the tree outlining the information by clicking any of the nodes.5. Use the right arrow button to copy information from the left-side to the right (the new contract).6. ClickCreate.The application confirms the copy with a message.7. From the message window, selectOKto view the new contract.