[PM] Copy Project

PM Copy Project SOP

Objective

This SOP outlines the steps to copy a project management template into a new job, ensuring consistency and efficiency in project setup.

Key Steps

1. Accessing the PM Copy Project 0:36

• Navigate to Project Management.

• Select Programs.

• Click on PM Copy Project and double-click to open.

2. Selecting the Source Project 0:53

• Press F4 to find your source project.

• Choose the appropriate template job from the list.

3. Entering New Project Details 1:10

• Input the new project number.

• Provide a description for the new project (it will auto-default to the template).

4. Setting Up Project Parameters 1:33

• Confirm the liability template and state are correct.

• Select the destination contract.

• Choose the department for the job.

• Specify the customer.

5. Inputting Additional Project Information 1:59

• If applicable, enter the retainage amount.

• Specify the start month for the project.

6. Choosing Amount Copy Options 2:06

• Decide whether to copy amounts: 

  • None (recommended)

  • Original estimates only

  • All amounts.

7. Adding Project Details 2:17

• Select additional details to copy: 

  • Projection codes

  • Change order headers

  • Contract items

  • Change order items

  • Job phases

  • Project budgets.

8. Completing the Copy Process 2:33

• Click Copy to initiate the process.

• Wait for confirmation that the project has successfully copied.

9. Finalizing the Process 2:47

• When prompted, choose No to copy another project.

Cautionary Notes

• Ensure that the correct template job is selected to avoid errors in project setup.

• Double-check all entered information before finalizing the copy to prevent discrepancies.

Tips for Efficiency

• Familiarize yourself with commonly used templates to speed up the selection process.

• Keep a checklist of required fields to ensure nothing is missed during project setup.

Link to Loom

https://loom.com/share/105dd44cbea34b25a910a27b9e790883