Cloning an Existing Scoping Session

You can clone an existing scoping session, enabling you to create new scoping sessions more efficiently by making small changes to your cloned version.

Estimate products, requirements, responses, results, and notes are copied to the new, cloned version. However, estimates are not copied to the new version even if the original scoping session had an associated estimate. This allows for scenario modeling and enables you to create a separate estimate for the new, cloned scoping session.

To clone a scoping session:

  1. Go to the record page of your existing scoping session.
  2. Click Quick Actions.
  3. Click Clone Scoping Session.
  4. Enter a name for your scoping session.
  5. Search for and select an opportunity.
  6. [Optional] Enter a description.
  7. Click Clone.

For more information, see Creating an Estimate in a Scoping Session.