Creating Projects from Existing Projects or Templates
In place of making a project from scratch, you can use a template or a copy of an existing project as a starting point.
To create a project from an existing project or template:
- Click
Projects. - On the Projects navigation bar, click
EPS. - On the EPS page:
- Select the
EPS element to which you want to add the new project. - Click the Actions
menu and select Add Add Project.
- In the Add Project dialog box, click the General tab.
- On the General tab:
- Select an option or enter a value in each required field.
- In the Copy from existing project or template field, click
Select Project or Template to Copy and select an option from the dialog box.Note: Click Select Project Type and select Projects or Templates to open the list of projects or templates.
- Click Create.
Tips
- To configure advanced options, you must select a project to copy. This will enable the Advanced tab. If you select to copy a template, the Advanced tab will not be enabled.
- You can also right-click the table, select Add Project, and follow steps 4 and 5 to create a project from an existing project or template.
- You cannot copy from a project unless you have the privilege to view costs for a project.
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