Partial Copy Targets

• Overview
• Enabling a Partial Copy Target
• Creating a Partial Copy Target

Overview

This article will review how to enable and create partial copy targets. Partial copy targets are used for a variety of reasons but the general purpose is for creating multiple elements from one element. For example, you may have a Quote that needs to have a separate Invoice for each subtotal. Or, you may have a Pullsheet that you want to break down into separate Pullsheets based on each department.

Enabling a Partial Copy Target

1. In the Projects menu, select Element Definitions.
2. Double-click the element that you want to enable the partial copy target on.
3. Click the Copy Targets tab.
4. Choose a Partial Copy Target option (changes will automatically be saved).

Creating a Partial Copy Target

1. Open up the element that you enabled the partial copy target on.
2. Select the lines that you want to create a partial copy target for and click the Create Partial option in the right-hand workbench menu.
   • For Financial Documents, this option will be located in Financials.
   • For Equipment Lists, this option will be located in Modify.
3. Enter a name, start date, and end date.
   • By default, this information will be inherited from the parent element.
4. Click OK.

The partial copy target will generate and become a child of the parent element.