Advanced Tab of the Add Project Dialog BoxOverview Use this tab to choose the project, WBS, activity, and baseline data you want to copy from an existing project to use as a basis for a new project. Screen Elements Project & WBS Data options: Documents option Determines whether to copy document data to the project. Funding Sources option Determines whether to copy funding source data to the project or template. Issues option Determines whether to copy issue data to the project. Risks option Determines whether or not to copy risk data to the project or template. Activities option Determines whether to copy activity data to the project or template. Notebooks option Determines whether to copy project notebook data to the project or template. WBS Milestones option Determines whether to copy WBS milestone data to the project or template. High Level Resource Planning Assignments option Determines whether to copy high-level resource planning assignment data to the project. Reports option Determines whether to copy report data to the project. Summary Data option Determines whether to copy summary data to the project. Activity Data options: Activity Codes option Determines whether to copy activity code data to the project or template. Expenses option Determines whether to copy expense data to the project or template. Notebooks option Determines whether to copy activity notebook data to the project or template. Relationships option Determines whether to copy relationship data to the project or template. Resource and Role Assignments option Determines whether or not to copy resources and role assignment data to the project or template. Steps option Determines whether to copy step data to the project or template. Financial Period Data option Determines whether to copy financial period data to the project. Baselines options: Select the Include option for each baseline with data that you want to copy to the project. Tips To enable the Advanced tab, you must select a project in the Copy from existing project or template field on the General tab. Getting Here
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