Copying a Proposal

If you are setting up a new proposal that is similar to another proposal already saved in the database, you can copy the existing proposal and assign it a new proposal ID. You can then make any minor changes required for the new proposal. This saves the time it would take to enter all the proposal-level information.

Follow these steps to make a copy of a proposal:

1. In the Proposal Overview component, locate the proposal you want to copy.

2. Select Copy from the Actions menu on the proposal row.
   
   The system takes you to the Copy Proposal component.

3. Click in the New Proposal ID field, and enter a unique ID for the new proposal.  

4. Click the Copy button.

The system validates the new Proposal ID and displays the new proposal on the Proposal Summary page. The system automatically populates the Version Date field for the new proposal with the current date.

• Note: This feature copies only the proposal-level information to the new proposal. It does not copy any associated projects, bid lettings, vendors, or bids. The system does not copy award-related information, including Proposal Status of Award, Status Date, Awarded Vendor, and Awarded Amount.

Related topics:

Managing Proposals

Maintaining a Proposal