While working in a Target, users can copy Target data into a Program.
The below Target data gets copied into a Program and the Target is available for continued use. Using this feature is helpful for people who want to get a jump start on the Program management of the Deal that is close to being signed.
- Items that get copied: Activity Map Playbooks, Notes, Documents (including Due Diligence documents, which are listed under the Due Diligence folder), Risks, Issues, Decisions, Team members, and Settings.
- Due Diligence Request Items: Do not get copied into a new Program. When the copy feature is used, access to these items is available via Target.
Note: Once the Program has been copied, the Program Type and Current Phase fields must be revised.
