Copying campaigns - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Copy child records of campaigns and campaign header information to a new campaign.

To copy campaign records to new campaigns:

  1. Select Work > Projects > Campaigns.

  2. Select the campaign for which to copy, and then click the Record View tab.

  3. Click Copy Campaign.

  4. Specify this information:

    New Campaign - Specify a unique code identifying the new campaign, and then enter a description for the new campaign in the adjacent field.

    Custom Field Value - Select to copy the custom field values to the new campaign.

    User Defined Fields - Select to copy the user defined fields to the new campaign.

    Campaign Events - Select to copy the campaign events to the new campaign.

    Equipment - Select to copy the equipment to the new campaign.

    Comments - Select to copy the comments to the new campaign.

    Documents - Select to copy the documents to the new campaign.

  5. Click Submit.