Creating Requests by Copying Requests

You can copy an existing request to create a request. This can save your time by eliminating the need to reenter information that is common to both requests.

Caution: If your PPM instance supports multiple languages, and you create a request by copying an existing field, keep in mind that the new request you create as a result of the copy action has its definition language automatically set to your current session language, even if the original entity had a different definition language. For more information, see the Multilingual User Interface Guide.

To copy an existing request:

  1. Log on to PPM.

  2. Open a request.

    Note: To open a request, see Opening and Updating Requests

    The detail page for the request opens.

  3. In the upper-right corner, click Copy.

    The Copy Request page opens.

  4. To add the notes associated with the original request to the new request, leave the Copy Request Notes checkbox selected.

  5. To add the references associated with the original request to the new request, leave the Copy Request References checkbox selected.

  6. Click Copy.

    The Create New <Request Type> page opens and displays the copied information. The values from all the fields in the header and details sections are replicated in the new request.

  7. Modify the field values, as required, and then click Submit.

    The Request Copy Confirmed page shows that the request was successfully copied.

  8. To open the new request or the copied request, click its request number.