Advanced Tab of the Add Project Template Dialog BoxOverview 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
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