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How to Clone a Contract

Lily Page
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This article is a guide to how to clone a contract.

This guide contains the following:

Introduction

We have added functionality to allow Admin users with specific permissions the ability to clone a contract from the Contracts Overview page.  This will make it easier and more efficient to create a new contract that uses the same template and the same parties. Users with the ability to create a contract (currently System Owner, System Administrator, Site Administrator, Site Support, Super User and Contract Administrator) will have visibility of this function. 

How to clone a contract

The option will be available via the burger button on the Contract Overview page.
clone new.PNG
From there a new contract will be created and pre-populated with details from the copied contract.
clone success.png
At this point a pop-up will ask the user if they wish to copy contract users.
clone users question.PNG
If the user answers yes then all contract users from the copied contract will be added as contract users to the new contract, otherwise the contract user list will be empty for the user to add contract users as normal. 
Below is a summary of what data WILL be copied over when a contract is cloned.

 

Contract Table Columns Proposed Cloned Contract Values NOTE: For values where the data type is an integer, null can be 0 null just represents a value which will be set to whatever the equivalent of empty is in that case
AccountID From Original Contract  
ProjectID From Original Contract  
CompanyID From Original Contract  
EmployerID From Original Contract  
ContractorID From Original Contract  
Name New Name passed from UI  
ContractType From Original Contract  
ProjectManagerID From Original Contract  
ContractManagerID From Original Contract  
SupervisorID From Original Contract  
AdministratorID From Original Contract  
StartDate From Original Contract  
CompleteDate From Original Contract  
AssessmentInterval From Original Contract  
DefectInterval From Original Contract  
Currency From Original Contract  
CEResponseTime From Original Contract  
QuoteResponseTime From Original Contract  
PeriodReply From Original Contract  
ContractorCompanyID From Original Contract  
PMCompanyID From Original Contract  
SupervisorCompanyID From Original Contract  
EmployerCompanyID From Original Contract  
CreateDate Today's Date  
Framework From Original Contract  
Lot From Original Contract  
PartnerContract From Original Contract  
RevisedQuoteResponseTime From Original Contract  
LastEditedBy Current User Account ID  
LastEditedDate Today's Date  
IsDemoContract From Original Contract  
UserContractCompanyID From Original Contract  
UserPMCompanyID From Original Contract  
UserSupervisorCompanyID From Original Contract  
UserEmployerCompanyID From Original Contract  
MasterTemplateID From Original Contract  
ISSecondaryDates From Original Contract  

As general a rule, data that would reasonably be expected to change in the new contract (e.g. Contract Number, Hub/Area/Other Tags, Price) will NOT be copied over but Start Date and Completion date WILL be as it causes difficulties if they are copied as null.   A prompt will, however, pop up to remind the user to change them.

clone reminder.PNG

 

A new contract number will also be required, then click on to save the changes.    

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