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Is it possible to copy all the elements of a PM plan onto a renewed contract?

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Grill Chef
Grill Chef

Is it possible to copy all the elements of a PM plan onto a renewed contract?

Where a customer wants to rollover a contract to a new contract period, is there a method by which to specify that all the child elements over the existing plan are copied over too?  Namely, you can copy over the plan but the schedule, definition and coverage get left behind, because they are a child of a child.  This is necessary, as the schedules have been customised for the contract, after the initial templated creation.

Alternatively, how do other people roll over contracts for defined periods?

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Re: Is it possible to copy all the elements of a PM plan onto a renewed contract?

Hi Mike Fleming,

I just wanted to circle back and see if you found a solution to your question above.  Please let us know!

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