TB: Versions \ Buildings Rollover

Overview

You can access the Versions \ Buildings Rollover screen by clicking the Rollover button on the Prospect Master File (Versions tab) screen.

Use the Versions \ Buildings Rollover screen to copy Versions and Buildings of bids, and their associated Areas, Tasks and Bidding into the Prospect Master File record that you accessed the Versions \ Buildings Rollover screen from.

Use the Simple tab to create a new version for the selected Prospect. The rollover creates a duplicate of the From Version and then you assign a new Version name.

Use the Advanced tab to rollover from a different Version and Building. Either the Version Description or the Building Name must be unique.

Shortcuts

  • Press ALT + S to display the Simple tab
  • Press ALT + A to display the Advanced tab
  • Press ALT + R to Rollover

Versions \ Buildings Rollover screen

Related Information

Versions \ Buildings Rollover screen (Advanced tab)

Refresh button

Click Refresh to update the screen each time the source criteria has been changed.

List of Versions / Buildings to Rollover grid

Sel

Select the check box next to each Version/Building that you want to rollover.

Version Description

Enter a unique name for the Version.

Building Name

Enter a unique name for the Building.

Rollover button

Click Rollover (or press ALT + R) to copy the selected Versions/Buildings and their associated Areas, Tasks, and Bidding.