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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:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Select the "" EPS element to which you want to add the new project.
    2. Click the Actions menu and select Add "" "" Add Project.
  4. In the Add Project dialog box, click the General tab.
  5. On the General tab:
    1. Select an option or enter a value in each required field.
    2. 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.

    3. 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.

Related Topics

About Projects

Creating Projects

Deleting Projects or EPSs

Opening Projects or Templates in the EPS

Customizing Detail Windows

Configuring Project Preferences

EPS Page


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