Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AcctPlanDeepCloning.htm

## Account Plan Deep Copy

Key Account Managers (KAMs) can copy an existing account plan and apply it to other accounts. KAMs can specify which child levels from the hierarchy to copy, as long as the parent level is included. This allows KAMs to leverage the details of a successful account plan, including strategies, objectives, and action items, by applying them to other key accounts with the goal of achieving similar results.

**Who can use this feature?**

* KAM Users — Browser
* [Copying Account Plans](#Copying)
* Users do not require an additional license

### Configuring Account Plan Deep Copy for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Manager Users](#)

To configure this feature:

1. Ensure [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)  is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant **CRE** access to all objects defined in the account\_plan\_object\_hierarchy\_\_v Veeva Setting.
6. Grant **Edit** access to all fields marked as required, and all fields that define the account plan hierarchy relationship, on all objects defined in the account\_plan\_object\_hierarchy\_\_v Veeva Setting. Include all object reference fields to higher levels of the hierarchy for that object.

   For example:

   * hierarchy - plan\_tactic\_\_v.account\_plan\_\_vr,account\_tactic\_\_v.plan\_tactic\_\_vr
   * access - Grant Edit access to the account\_plan\_\_v field on the plan\_tactic\_\_v object, and the plan\_tactic\_\_v field on the account\_tactic\_\_v object
7. Grant users Edit access to the **Status** field on all objects that should be allowed for the deep copy.
8. Grant end users Execute permission on the **copy\_account\_plan\_\_v** action on the account\_plan\_\_v object.
9. Navigate to **Configuration > Objects > account\_plan\_\_v > Object Types > Actions**.
10. Enable the **copy\_account\_plan\_\_v** action on the appropriate account\_plan\_\_v object types.

There is a standard Copy Record action on all objects with Create access, but it only copies one level, not all of the hierarchy, nor does it use the new Copy Account Plan dialog.

### Copying Account Plans as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Manager Users](#)

To copy an account plan:

1. Navigate to the account plan to be copied.
2. Select **Copy Account Plan** from the All Actions menu. The Copy Account Plan dialog displays.
3. Enter an **Account Plan Name**, **Account**, and **Description**.
4. Select the related objects from the account plan hierarchy to include.
5. Select any other related objects to include.

   There must be at least one record related to the account plan via an outbound relationship for the object to display in the Copy Account Plan dialog.

   ![](../../../Resources/Images/AccountPlans/CopyAccountPlan.png)
6. Select **Copy**.

After the records are copied, the newly created account plan displays.

#### Copy Logic

Field values, including all available standard and custom fields where the user has Edit access, are copied to the new account\_plan\_\_v record, regardless of whether the field is on a layout.

The following exceptions apply:

* All fields marked as unique (including external\_id\_\_v and mobile\_id\_\_v where applicable) are skipped. The value on the new record is empty.
* All fields marked Do Not Copy are skipped
* Object reference fields to the Account Plan or to the parent record, as defined in the Account Plan Object Hierarchy, are updated to reflect the new copy
* Object reference fields to non-hierarchy objects that reference inactive records are null on the copy
* Child Call Objectives (Call Objectives with a parent\_objective\_\_v that is not null) are not copied
* Values for the following fields are overwritten:

  | Object | Field | New Value |
  | --- | --- | --- |
  | account\_plan\_\_v | active\_\_v | FALSE |
  | clones\_\_v | Original record ID |
  | name\_\_v | Defined by the user-entered value from the copy dialog. |
  | description\_\_v | Defined by the user-entered value from the copy dialog. |
  | account\_\_v | Defined by the user-entered value from the copy dialog. |
  | progress\_\_v | 0 |
  | ownerid\_\_v | User who initiated the copy |
  | percent\_complete\_\_v | Empty |
  | plan\_tactic\_progress\_\_v | Empty - recalculated based on triggers if strategies are copied and synchronous progress calculation is enabled. |
  | total\_plan\_tactics\_\_v | Empty - recalculated based on triggers if strategies are copied and synchronous progress calculation is enabled. |
  | completed\_plan\_tactics\_\_v | Empty - recalculated based on triggers if strategies are copied and synchronous progress calculation is enabled. |
  | plan\_tactic\_\_v | progress\_\_v | 0 |
  | plan\_tactic\_status\_\_v | pending\_\_v |
  | account\_tactic\_progress\_\_v | Empty - recalculated based on triggers if objectives are copied and synchronous progress calculation is enabled. |
  | completed\_account\_tactics\_\_v | Empty - recalculated based on triggers if objectives are copied and synchronous progress calculation is enabled. |
  | total\_account\_tactics\_\_v | Empty - recalculated based on triggers if objectives are copied and synchronous progress calculation is enabled. |
  | account\_tactic\_\_v | progress\_\_v | 0 |
  | account\_tactic\_status\_\_v | pending\_\_v |
  | call\_objective\_progress\_\_v | Empty - recalculated based on triggers if call objectives are copied and synchronous progress calculations is enabled. |
  | completed\_call\_objectives\_\_v | Empty - recalculated based on triggers if call objectives are copied and synchronous progress calculation is enabled. |
  | total\_call\_objectives\_\_v | Empty - recalculated based on triggers if call objectives are copied and synchronous progress calculation is enabled. |
  | action\_item\_\_v | action\_item\_status\_\_v | pending\_\_v |
  | call2\_\_v | Empty |
  | completed\_by\_\_v | Empty |
  | completed\_date\_\_v | Empty |
  | assignee\_\_v | Empty |
  | call\_objective\_\_v | call2\_\_v | Empty |
  | completed\_flag\_\_v | FALSE |
  | date\_\_v | Empty |
  | suggestion\_\_v | Empty |
  | suggestion\_reason\_\_v | Empty |
  | prerequisite\_\_v | Updated to reflect the newly created prerequisite Call Objective if it was included in the copy process, otherwise empty. |
  | parent\_objective\_\_v | Empty |
  | non-executable\_\_v | Set via a trigger if the Call Objective has a prerequisite. |
  | Custom objects | progress\_\_c | 0 |
  | object\_name\_status\_\_c | pending\_\_c |
* The following field types are not copied:
* Attachment
* Rollup - recalculated on the new record
* Lookup- recalculated on the new record
* Formula - recalculated on the new record

Record attachments, which provide supplemental information to the plan, are not copied.

When account\_team\_member\_\_v records are copied as part of the related objects copy process and the account\_plan\_sharing\_\_v Veeva setting is set to 1, new Record Roles are created for copied Account Team Member records via Account Plan Sharing, so they can access the new plan.

### Related Topics

[Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)

[Account Plans Overview](../ManageAcctPlans/Account_Plans.htm)

[Account Plan Sharing](../ManageAcctPlans/Account_Plan_Sharing.htm)

[Calculating Account Plan Progress Using the Account Plan Hierarchy](../ManageAcctPlans/AcctPlanProgress.htm)