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Copying a Resource

A quick way to create a new resource document is to copy an existing one. The new copy duplicates all information from the original version except for the Number, which you can enter yourself or leave blank to have Proliance supply one.

Your security role must have permission to create Resources. For more information, see "About Security Permissions".

To copy a resource

  1. Open the Resources register.
  2. Open the resource that you wish to copy.
  3. Click Options > Copy to New.

    4. Proliance creates a new resource based on the existing one.  The new resource is in Draft state.

  4. Make the necessary edits to the new document. Please refer to the following for more information on the fields for each page:
  5. Click Save.

    6. Proliance saves the document. Click Exit edit mode when done.

    What can I do now?