Copying a Project Document

Brief context for Copying a Project Document in BE-terna Project.

A document that has already been entered can be copied within a project or moved to another project. To copy, select Process in the navigation menu under Actions and click Copy document…. First, a dialog opens with settings similar to [Creation of a new document](/BE%2Dterna-Project-Documentation/Project Documents/Creation-of-a-New-Document).

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Additional options for copying the document are available under Copy Options.

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Field Explanation
Marked only Copies only positions marked in the bill of quantities.
Consolidation type Two options are available: Flatten subpositions converts subpositions to positions. Flatten and consolidate by no. also converts subpositions to positions, removes title levels, and consolidates quantities of identical items.
Skip zero-quantity lines Lines without quantity are not copied.
Keep dimensions Keeps dimensions from the source document or applies dimensions from the target project.
Quantity from delivery orders Uses quantities from delivery orders instead of the quantities stored in the bill of quantities.
Quantity from measurements Uses measured quantities instead of quantities stored in the bill of quantities. Can be combined with Skip zero-quantity lines to create an invoice with measured positions and quantities only.
Copy measurements Copies measurements.
Measurement no. filter Copies only measurements with selected measurement numbers. If empty, all measurements are considered. Applies to both Quantity from measurements and Copy measurements.
Sheet no. filter Copies only measurements from selected sheet numbers.
Location no. filter Copies measurements from the selected location into the new document.
Pre-/post-texts New documents are always created with standard texts if configured. During copy, existing texts can either be replaced or supplemented. If no texts are maintained, empty text positions are created.
Pre-text Copies maintained pre-texts.
Keep pre-text Uses the pre-text from the source document.
Standard pre-text Replaces the source pre-text with the configured standard pre-text.
Post-text Copies maintained post-texts.
Keep post-text Uses the post-text from the source document.
Standard post-text Replaces the source post-text with the configured standard post-text.
Company copy
Copy from other companies Copies the document from another company and enables the following fields.
Company Select a permitted company.
Project no. Select a project by its project number.
Project document no. Select a project document by its project document number.
Base document type Defines the base document type, for example Draft.
Document type Defines the document type.