Keep or change the creator and project ID for copied projects

When copying capital planning projects, you can now indicate whether to:

  • Keep the original project ID or create a new one.

  • Keep the original creator or assign yourself as the creator.

These new options are made available under the following circumstances:

  • Copying projects within Axiom Capital Planning.

  • Copying unapproved projects from Axiom Capital Planning to Axiom Capital Tracking (as a new project).

  • Copying projects within Axiom Capital Tracking.

NOTE: This enhancement applies only the Web Client version of Axiom Capital Planning.

About this enhancement

Where: The enhancements have been made to the Copy or Transfer Capital Projects utility.

Who: Applies to all users.

How: When the circumstance described above occur, the utility will display two new fields for you to complete:

  • Preserve Creator? drop-down

    • To keep the original creator when copying the project, select Yes - keep the original Creator on new project.

    • To assign yourself as the creator, select No - update new project with you as the Creator.

  • Preserve ProjectID? drop-down

    • To use the original project ID when copying the project, select Yes - keep the original ProjectID on the new project.

    • To assign a new project ID, select No - use the default ProjectID.

New options in Copy or Transfer Capital Projects utility to keep or change the creator and project ID.

Where to find more information

For more information and instructions, see the following topic in the online help: