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Clone Plan Scenario#

🔒 Plan.Clone

Overview#

This operation is used to clone an existing Plan Scenario into a new Plan Scenario with a different name and identical characteristics.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Plan Scenario exists in the system.

Sequence of Steps#

The Clone Plan Scenario wizard can be called from the Plan page within the Business Data Group. The default values will be taken from the current Plan Scenario to be used as a base for the new object.

Step 1: General Data#

  1. On the left side panel, add as many rows as desired (each row represents a new Plan Scenario to be created based on the currently selected Plan Scenario) by selecting and specifying the property values for each new instance to be created. You can also provide a Name for each of the new instances, however if a Name Generator is configured for the Entity Type, a new name will be automatically generated.
  2. Optionally, enter a comment for the operation.
  3. Press Clone to complete the transaction and a new object will be created.

Info

For more information on these and other features of cloning, see Clone.

Screenshot showing a clone plan scenario with "Clone Plan" label and buttons nearby.