Advanced Tab of the Add Project Template Dialog Box

Overview

Use this tab to select project, WBS, and activity data that you want to copy from an existing project or template to use as a basis for a new project template.

Screen Elements

Project & WBS Data options:

Funding Sources option

Determines whether to copy funding source data to the project or template.

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.

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.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, expand an "" EPS element.
  4. Within the "" EPS element, right-click the EPS element or any project and select "" Add Project Template.
  5. In the Add Project Template dialog box on the General tab:
    1. Complete the required fields.
    2. Click "" Select Project or Template to Copy and select a project or template from the dialog box.
    3. Click the Advanced tab.

Related Topics

About Projects

Working with Projects

About Project Templates

Working with Project Templates

Creating Project Templates

General Tab of the Add Project Template Dialog Box


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