Batch Copy Matters

When similar work needs to be performed year over year, significant time can be saved by copying the previous year’s matter and updating it for the current year.

The Batch Copy Matters action on the matter list allows you to copy on or more matters to new matters. Filters can be set to define which matters will be copied. The data copied from the matters are the Matter, Tasks, Permissions, Default Dimensions and Task Dimensions, Budget Entries (if “Copy Budget” is selected), and Actuals to Budget if selected.

From the Matter List go to Actions -> Batch Copy Matters.

• Select whether to Copy Budget.
• Adjust Dates with - modify current matter and budget dates using the selected formula for the year in which the work will be performed.
• Copy Budget Version - choose the budget to which you want to copy the data. If left empty, the old matter’s budget will be active for the new matter as well.
• Keep Original Prices - select if you want to copy the original expense, resource and GL prices to the new matter.