Copy Document Package

Explanation

Use this activity to copy a document package and create a second document package. Documents within the package are copied and recreated as document lines. Document lines include document class, associated revision type, milestone profile, and hours planned. If the source document package has connected documents, you can copy those documents and add them to the new package as new document titles and revisions using the Copy Original Document right mouse button option. If the source document has a connected electronic document file, that electronic file is copied to the new revision.

The Copy Original Document right mouse button option copies the following data to the new document revision:

• Document Revision/Title tab: Values for the Document Class, Document Title, Sheet Number, and Revision Number fields are copied.
• Document Revision/General tab: The document's access level is copied.
• Document Revision/Originals tab: Original information is copied.
• Document Revision/Consist Of tab: The document structure is copied. New documents are not created. The new document will consist of the same document number as the original document.
• Document Revision/Approval tab: All the steps in the approval routing are copied but steps are not approved.
• Document Revision/Correspondence tab: All the correspondence data is copied.
  

Prerequisites

A source document package must exist.

System Effects

• A new document package is created from the source document package.
• Document lines are created in the new document package from the documents in the source document package.
• Document files are copied and connected to their new document revisions.

Window

Document Package

Related Window Descriptions

Document Package
Copy Document Package

Procedure

1. Open the Document Package window and query for the document package that you will copy.
2. Right-click and click Copy Document Package to open the Copy Document Package dialog box.
3. Enter a document package name in the Copy to Package field and a document package description in the Description field.
4. Click OK to create the new document package. The new document package is created and contains the same number of document lines as the original package.
5. Right-click in the top part of the Document Package window and select Original Document Package to open the original document package in a separate window.

If the source document package has connected documents, you can create new documents based on the source documents to the new packages' document lines after copying the document package.

1. Query for your copied document package
2. Select the lines for which you will copy documents to.
3. Right-click and select Copy Original Document. New documents are generated for these document lines.

Note: If the number generator for a document class is set to advanced, new document number will be generated from an advanced number counter. You have to enter a number counter ID2 or a booking list before trying to copy original document. The Document Title of the new document will be prefixed with Copied From:.