Cloning a capital project

Instead of creating a capital project from scratch, you can clone an existing project, make changes to it, and a save it as a new project.

NOTE: If your organization uses the Web version of Axiom Capital Planning, use the Copy or Transfer Capital Projects utility.

To clone a capital project:

1. In the Cap Plan Admin or Cap Plan task pane, in the Capital Planning Commands section, navigate to capital project requests for the previous year, current year, or next year.

2. In the Copy On Demand Plan Files dialog, select the projects to clone, and click OK.

   

3. At the confirmation prompt, click OK.
4. At the Successfully Copied message, click OK.
5. Open the cloned project file, make the appropriate changes to it, and save it.