Creating a Concept from a Snapshot

You can create a new concept and an associated cost estimate by copying information from a snapshot of a concept cost estimate.

To create a new concept from a cost estimate snapshot, follow these steps:

Navigate to the Concept Overview and select Copy Concept Snapshot from the Actions menu on the concept row. Or, you can navigate to the Concept Summary and select Copy Concept Snapshot from the Actions menu on the component header.

The system displays a modal window that lists all of the snapshots for cost estimates associated with the concept. You can locate a specific snapshot by typing criteria in the Quick Find search box.
Click the row for the snapshot you want to use to create the new concept and cost estimate.

The system adds a check mark at the beginning of the row to indicate it is selected. You can click a different row to change your selection.
In the New Concept field, enter a name for the concept you want to create from the snapshot.
In the New Cost Estimate field, enter a name for the cost estimate you want to create from the snapshot.
When you are finished, click the Copy Concept Snapshot button.

The system creates a new concept and a new cost estimate with all of the associated child records from the snapshot. The system displays the new concept on the Concept Summary along with a message to confirm that your changes were saved.