Copy a project document type to a project

Copy a project document type from the source project to another project.

1. Navigate to the s40003 Project Documents Types screen.

2. In the Current Project control block, from the Project dropdown, select the required project ID.

3. To refresh the screen, select the F5 key.

4. In the Document Types grid, select a row.

5. On the s40003 menu, in the Actions group, select Copy To Project.

   The d0136 Copy to Project dialog appears.

6. From the Target Project dropdown, select the project to which you want to copy the project document type.

7. In the Project Document Types to copy section, perform the following:

   1. To copy inactive project document types from the source project to the target project, select the Include inactive project doc. types checkbox.

   2. Perform one of the following:

      • All: To copy all project document types defined for the source project to the target project.

      • Selected: To copy only the selected project document types defined for the source project to the target project.

8. To validate the project document type copy, select Test.

   A pop-up window displaying the test result appears.

9. Perform one of the following as required:

   • If the validation is successful, select OK.

     The pop-up window closes.

   • If the validation is not successful, select OK, and select the Details tab for more information. Perform the necessary actions and validate the copy again.

10. Select Copy.

    The number of project document types that are copied, not copied, and included in the copy are listed in the Summary tab. For more information, see the Details tab.

    The project document type is copied from the source project to the target project.

11. To close the d0136 Copy to Project dialog, select Exit.

12. (Optional) To modify the copied project document type according to your requirements, perform the following:

    1. In the Current Project control block, from the Project dropdown, select the project ID of the target project.

    2. To refresh the screen, select the F5 key.

    3. In the Document Types grid, select the copied project document type, and then modify according to your requirements.

    4. On the Home menu, in the Record group, select Save.

       The changes to the copied project document type are saved.