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COPY PROJECT FUNCTION

  • 1 March 2022
  • 3 replies
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R
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Hi Team,

Is it possible to enable “Copy & Paste Clipboard” option on Projects screen, Since Standard Acumatica only have Copy function which can Copy Project within same Tenant and Same company.

I need to copy the Project based on below scenario.

  1. To a different Company in same Tenant
  2. To a different Company in different Tenant

Please help me on this.

 

Regards,

Ramya

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Best answer by Kandy Beatty 1 March 2022, 20:03

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Kandy Beatty
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Hi @ramya15  

On the Projects, it is not the standard Copy and Paste Clipboard. 

You can create Templates that can be used in different companies in the same tenant. There is currently not standard functionality to move projects across different tenants. 

 

For the different tenants, you can suggest that for a future release. 

 

 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
R
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Hi @kbeatty21,

Thanks for your response.

So it means we cannot enable “Copy & Paste Clopboard” Option on Project screen.

 

Regards,

Ramya

V
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Userlevel 7
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Hi @ramya15 

There is no out of the box option available to enable copy & paste from clipboard on Projects screen. 

You can use Action > Copy Project option to copy the Project to a new Company / branch on same tenant. You can just change the Company/ Branch on new Project screen that appears on selecting above option.

 

To, copy Project from one Tenant to another Tenant, you need to use an export scenario and import scenario at present (need to build one). 

Hope this helps,

Regards,

VijayKumarU

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