Field Definitions: PC Copy Potential Project Form

The following is a list of field descriptions for the PC Copy Potential Project form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Potential Project to Copy

Enter the potential project to copy or press F4 to select it from a list. This is the potential project that contains the information that you would like to copy into another potential project.

PC Copy Potential Project

Copy to new Potential Project / Copy to existing Potential Project

Check the Copy to new Potential Project box to create a new potential project and copy the selected information into it. This will enable the ID and Name field to enter the new potential project number and name.

Check the Copy to existing Potential Project box to copy the selected information into an existing potential project. This will enable the ID field to select the existing potential project.

Note: When using the Copy to existing Potential Project box, be aware that the information you copy to the existing potential project will overwrite existing information. For more information on how the information will be overwritten, refer toPC Copy Potential Project.

PC Copy Potential Project

ID

Enter the id of the potential project that you would like to create.

Note: You cannot select a project id that has already been used because you are creating a new potential project. Press F4 to view the potential projects that have already been created.

PC Copy Potential Project

Name

Enter the name of the potential project that you are going to create. This field will populate with the project name of the potential project selected in the ID field, but it can be modified.

The name of a potential project is entered into the Project Name field on the Info tab in PC Potential Projects.

PC Copy Potential Project

ID

Enter the id of the potential project that the information should be copied into or press F4 to select it from a list.

PC Copy Potential Project

Info

Check this box if the information on the Info tab of PC Potential Projects should be copied from the potential project selected in the Potential Project to Copy field and pasted into the selected potential project.

Information on the Info tab of PC Potential Projects includes: project name and description, site location, project details like project status, type and size, and bid result information.

Note: If you are copying information to an existing potential project, checking this box means that any information already entered on the Info tab in PC Potential Project will be erased and then overwritten with the copied information.

PC Copy Potential Project

Bid Info

Check this box if the information on the Bid Info tab of PC Potential Projects should be copied from the potential project selected in the Potential Project to Copy field and pasted into the selected potential project.

Information on the Bid Info tab of PC Potential Projects includes bid information like the bid day, and pre-bid meeting instructions, as well as the cost breakdown.

Note: If you are copying information to an existing project, checking this box means that any information already entered on the Bid Info tab in PC Potential Project will be erased and then overwritten with the copied information.

PC Copy Potential Project

M/WBE Goals

Check this box if the information on the M/WBE tab of PC Potential Projects should be copied from the potential project selected in the Potential Project to Copy field and pasted into the selected potential project.

Note: If you are copying information to an existing potential project, checking this box means that any certificates already entered on the M/WBE tab in PC Potential Project will be erased and then overwritten with the copied information.

PC Copy Potential Project

Project Team

Check this box if the project team members on the potential project selected in the Potential Project to Copy field should be copied and pasted into the selected potential project.

Note: If you are copying team members to an existing project, checking this box means that any team members already entered on potential project will be erased and then overwritten with the copied information.

PC Copy Potential Project

Bid Packages

Check this box if the bid packages on the potential project selected in the Potential Project to Copy field should be copied and pasted into the selected potential project.

Bid packages are created and maintained on a potential project using the Bid Packages tab of PC Potential Projects.

Note: If you are copying bid packages to an existing project, checking this box means that any bid packages already entered on the existing project will be erased and then overwritten with the copied information.

PC Copy Potential Project

Forecast Info

Check this box if the information on the Forecast Info tab of PC Potential Projects should be copied from the potential project selected in the Potential Project to Copy field and pasted into the selected potential project.

Information on the Forecast Info tab of PC Potential Projects includes: start and completion date, forecasted revenue, cost and profit, and the projected chase amount.

Note: If you are copying information to an existing project, checking this box means that any forecast information already entered on the Forecast Info tab in PC Potential Project will be erased and then overwritten with the copied information.

PC Copy Potential Project