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Copy Quote TaskOn the Copy Quote Task page, you select an existing quote task and specify which of its information you want duplicated to the new quote task. You can also decide the manner of reproducing the rates for the payables and receivables. 
Quote Task

The task to be copied.

Click on the drop-down list and select a task.

Languages

The language combination to be used in the new task.

    • To add a target language, select the language in the Available Items list and double-click on the language-combination to add the item to the Selected Items list. To select multiple target languages, hold the Ctrl key while selecting them. After selecting the target languages, click to add the items to the Selected Items list.
    • To add all the combinations in the Available Items list to the Selected Items list, click .
    • To remove a combination from the Selected Items list, either double-click on the combination twice or select it and click .
    • To remove all the combinations from the Selected Items list, click .

      • The Current language combination is the language combination of the task which is to be copied.
      • If you add multiple language combinations to the selected list, then you will create an individual task for every language combination. For example, a quote has two language combinations: English-to-French and English-to-German. A project manager wants to copy the task 2012/123/1 from English-to-French. When selecting the language, the project manager adds both English-to-French and English-to-German to to the Selected Items list. After the project manager selects the information to be copied and clicks , two tasks with the same information are created: 2012/123/2 for English-to-French and 2012/123/3 for English-to-German.  
Copy ProvidersSelect to have the assigned providers for the original task be duplicated to the task copy
Copy PayablesSelect to have the payables entered for the original task be duplicated to the task copy.
Payable Rates

The method in which the rates will be copied.

    • To have the rates from the provider's price profile be used in the payables, select the Automatically Recalculate Rates radio button.
    • To use the rates in the payables manually entered by the project manager, select the Copy Rates if Manually Filled in radio button.
Copy ReceivablesSelect to have the receivables entered for the original task be duplicated to the task copy.
Receivable Rates

The method in which the receivables will be copied.

    • To have the rates from the customer's price profile be used in the receivables, select the Automatically Recalculate Rates radio button.
    • To use the rates in the receivables manually entered by the project manager, select the Copy Rates if Manually Filled in radio button.
Copy Input FilesSelect to have the input files uploaded to the original task be duplicated to the task copy.
Copy InstructionsSelect to have the task instructions for the original task be duplicated to the task copy.
Additional Fields

Supplementary information necessary for this task, for example, the dates when the task should be begun and completed.

To have the additional fields be visible, select the tickbox.

 Click here for a description of the additional fields...
Additional FieldsInformation concerning when the task should be started and finished.
Start Date

The date when the task copy should begin.

    • To use the same start date set in the original task, select the Copy radio button.
    • To set a new start date, select the Set radio button and either manually enter the date  in the appropriate date format set in  System   Configuration  into the field or click Calendar  and select the date from the calendar.
Deadline

The date when the task should be completed.

    • To use the same deadline set in the original task, select the Copy radio button.
    • To set a new deadline, select the Set radio button and either manually enter the date in the appropriate date format set in System Configuration into the field or click Calendar and select the date from the calendar.
Copy Quote Task ButtonClick to create the task copy.
New CancelClick to terminate the task duplication.