This article explains how to clone a contract.
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.
| 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.
A new contract number will also be required, then click on to save the changes.
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