Copying Cost Lines from a PFM Request Financial Summary

The Copy Cost Lines from Another Request button on the Edit Costs page enables you to copy all of the cost lines from the financial summary of one PFM request (PFM - Proposal, PFM - Project, or PFM - Asset request type) to the open PFM request. Search capability is provided to find the PFM request from which lines are to be copied. Cost lines rolled up from a staffing profile to the financial summary of the request selected from the search results are not copied to the financial summary of the open PFM request.

If the requests use different currencies, you can copy the cost lines but not any of their cost data. If the requests use the same currency, an option appears that enbales you to copy the forecast cost data in the cost lines as well as the lines themselves.