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Issue in Copying a request, which is closed - PPM Version 7.5 SP6

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Bharath_Kumar
Respected Contributor.

Issue in Copying a request, which is closed - PPM Version 7.5 SP6

Hi ,

 

we are using PPM 7.5, SP6. the issue we are facing is when we copy a proposal which is closed after a project is spawned, the approved budget, Optimization Process Outcome also get copied to new request. we have a batch job which does the Optimization Process. SInce the copied proposal has a IN in OPO field, that request will not be considered for Optimization process.

 

Hence we need to copy all the proposal details except the approved budget and OPO field to be null.

 

Please revert if you have a resolution on this requirement.

 

Thanks in Advance

Bharath

1 REPLY
Alex_Savencu
Contributor.

Re: Issue in Copying a request, which is closed - PPM Version 7.5 SP6

Hello,

 

all you need to do is to create a rule of type Apply on Copy. But, of course, you need to upgrade to SP7.

 

let me know if this helps.

 

cheers

alex