Duplicate an Existing Job Duplicate an Existing Job
Setting up a job with all the necessary cost codes and budget figures is a time consuming job. This option is extremely useful for builders or contractors doing several jobs that are alike or very similar. This option allows the creation of a new job identical to a job that is already set up. The system will allow the budgets on the job to be copied and set up as the budgets for the new job if desired. Even if the new job is not identical to the job being copied, it may often be easier to copy and edit the job than to enter a new job from scratch. The budgets can be excluded when duplicating the new job. This screen is accessed through the Job Setup Screen. This option is used to copy selected aspects of an existing job into the current job. It is found on the Budget tab by pressing the Duplicate an Existing Job button. The following screen will come into view.
Duplicating from a Different Job
When duplicating from a different job, the following window will appear:
Select the aspects that are desired for the current job by checking or unchecking the boxes or radio buttons.
Type in the job number or click the lookup button and the following screen will appear.
Highlight the desired job and click on the Select button. The previous screen will come into view.
Include Miscellaneous (check box)
This option copies the following miscellaneous information:
1. Eight Hour Law Applies -This instructs the system to automatically pay the overtime rate for all time over eight hours per day.
2. Job is Currently Active -This specifies that this job is ongoing.
3. Print Bonding Report -This indicated that this job is to be included on the Financial Status/Bonding Report.
4. Department -This is the department ID for this job.
For more information, see Miscellaneous Information on the General Tab in Job Setup.
Include Contract Amounts (check box)
Copies the original and current contract price from the source job to the new job. The current contract will default to the original contract unless it has been changed. For more information, see Contract Information on the General Tab in Job Setup.
Include Billing Phases (Draw) (check box)
Checking this box will copy the current Billing Phases from the source job to the new job. For more information, see Billing Phases Tab in Job Setup.
Include Cost Codes (check box)
If this box is checked, Cost Codes will be included in the copied Job. If this box is not selected, Cost Codes will not be copied and the Include Budget Amounts check box will not be available for selection.
Include Budget Amounts (check box)
If the budgets from the job being copied are the same or have many of the same budgets as the current job, the new job should be created to include budgets. Check this box and select one option from the Budget Option section. If budgets are not included, leave this box unchecked. For more information, see the Budget Tab in Job Setup
Include Purchase Orders (check box)
Checking this box will copy any Purchase Orders attached to this job
Include Wage Rate Tables (check box)
Checking this box will copy any prevailing wage rate tables associated with this job. See the Certification Tab in Job Setup for more information.
Include Job Specific Fringe Tables (check box)
Checking this box will copy any Fringe Benefit Tables associated with this job.
Include Customer Information (check box)
Checking this box will copy the name of the customer who will be billed for this Job. See the General Tab in Job Setup for more information.
Include Bank Information (check box)
Checking this box will copy the bank information of the bank assigned to this job. See the Financing Tab in Job Setup for more information.
Include Architect Information (check box)
Checking this box will copy the architect information of the architect assigned to this job. See the Architect Tab in Job Setup for more information.
Include CPS Activities (check box)
Checking this box will copy the CPS (Critical Path Scheduling) activities assigned to this job. See the Critical Path Scheduling for more information.
Include Include Bonding Completion Status (check box)
Checking this box will copy the Bonding Completion Status (Complete, In Progress or Evaluated) assigned to this job. See the Changing Job Parameters section in the Bonding Report topic for more information.
Include Include PR Tax Defaults (check box)
Checking this box will copy the PR Tax Defaults assigned to this job. See the General Tab in Job Setup for more information.
Checking the Confirm Each Entry box will cause the following screen to come into view each time a cost code is encountered during the duplication process.
The screen will ask if this cost code is to be included. It will do this for each cost code in the list. Press the Yes button if the cost code is to be included; otherwise, press the No button. If Yes to All is pressed, all the remaining cost codes in the list will be added without the screen coming into view again. The duplicate job will appear in the Budget tab
Choose one of the following three choices.
Use Original Budget for both Original and Current Budgets (radio button)
For each cost code, the system will use the Original Budget figure from the Source Job for both the Original and Current Budget figures in the new Job. For example: if a cost code in the Source Job had an Original Budget of $5,000 and a Current Budget of $7,000, the cost code in the New Job would have an Original Budget of $5,000 and a Current Budget of $5,000.
Use Current Budget for both Original and Current Budgets (radio button)
For each cost code, the system will use the Current Budget figure from the Source Job for both the Original and Current Budget figures in the new Job. For example: if a cost code in the Source Job had an Original Budget of $5,000 and a Current Budget of $7,000, the cost code in the New Job would have an Original Budget of $7,000 and a Current Budget of $7000.
Duplicate Original and Current Budgets (radio button)
For each cost code, the system will duplicate the budget figures exactly. For example: if a cost code in the Source Job had an Original Budget of $5,000 and a Current Budget of $7,000, the cost code in the New Job would have an Original Budget of $5,000 and a Current Budget of $7,000.
Overwrite Budget Amount if Cost Code Already Exists (check box)
The state of this check box will affect the way the duplication program acts when a cost code to be copied already exists in the target job. If the box is checked, the program will overwrite the budget amount in the existing cost code in the target job with the budget amount in the cost code in the source job. If the box is not checked, the cost code will be skipped and no changes will be made.