Copying a contract
To add a contract that is similar to an existing contract which is either in the In preparation, Active, Renewed, Terminated or Expired statuses, you can use the Copy option on the action panel.
 | You cannot copy a contract whose date effective is empty. |
Procedure
1. At the Contracts selection level, click the contract you want to copy.
2. On the action panel, click Copy.
The Copying… window appears. You can see these options in the copying window.
a. Copy as of is an option to specify the date as of which contract data must be copied.
| | This is not the start date of the copied contract, but rather, since contract data varies over time, the date on which the data you want to copy is valid for the selected contract. |
b. Copy modifications is an option if you also want to copy future modifications.
| | The modifications are only included if their start dates are after the date specified in the Copy as of field. |
If required, you can also copy the related subcontracts, contract actions, contract options, contractual terms, contract lines and SLA data, by selecting the relevant option.
3. Click OK.
The selected contract is now copied and is automatically assigned the In preparation status.