Advanced Tab of the Add Project Dialog Box

Overview

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

  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.
  5. In the Add Project dialog box:
    1. Complete the required fields.
    2. Click "" Select Project or Template to Copy and select a project (not a template) from the dialog box.
    3. Click the Advanced tab.

Related Topics

About Projects

Working with Projects

Creating Projects

Creating Projects from Existing Projects or Templates

General Tab of the Add Project Dialog Box


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