Copying Information between Contracts

To 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 select Copy.
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
the Shift and Ctrl keys 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, select New 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 the Submit as Concurrent
Program check box.
6. Click Create.
The application confirms the copy with a message.
7. From the message window, select OK to 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
indicates ANONYMOUS if the note was copied from an existing
contract.

To copy information from within the contract:

1. Open a contract.

2. From the Action menu, select Copy 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. Click Find to 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 select OK.
4. Select the information to copy in the left panel.
You can make multiple selections by holding down
the Shift and Ctrl keys 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. Click Create.
The application confirms the copy with a message.
7. From the message window, select OK to view the new contract.