Creating a New Project from a Project Template or Existing Project
When you create a project from a template or another project, Oracle Projects copies the project, its work breakdown structure, and all of the project and task options to the new project. It also copies the budget amounts from the source template or project to the new project's budget.
If you copy an existing capital project, Oracle Projects copies all the asset assignments and most asset information to your new capital project. Oracle Projects does not copy the following asset information to your project: Asset Number, Asset Location, Employee Asset Assigned to, and Actual Date Placed in Service. Oracle Projects shifts the Estimated In Service Date by the number of days between the start date in the project template and the start date that you enter.
If you copy from a template with an agreement, funding, and baselined revenue and cost budget, Oracle Projects copies the agreement, funding, baselined revenue, and baselined cost budgets to the new project.
If you copy a project from an existing project that has an attachment, the attachment is copied to the new project. If you copy an existing capital project, assets associated with the existing project (and any attachments to the assets) will be copied to the new capital project. See: Attachments in Oracle Projects.
Oracle Projects does not copy any transactions charged to the source project to the new project; these transactions include expenditure items, requisitions, purchase orders, supplier invoices, and billing events (contract projects).
You can only copy from templates which are effective as of the current date.
To create a new project from a template or an existing project:
1. Navigate to the Projects window.
2. In the Find Projects window, enter your search criteria to find the template the or project that you want to copy.
3. Choose the template or project that you want to copy in the Project, Templates Summary window. Choose Open if you want to review the template or project before you copy it.
4. Choose the Copy To button to copy the selected template or project definition to your new project
5. In the Project Quick Entry window, enter values for the required fields and any appropriate optional fields.
When copying from existing projects, Oracle Projects prompts you to enter the Quick Entry fields associated with the source template of that project.
Note: When entering dates, such as Start Date and End Date, in the Quick Entry window, you must either use the format dd-mmm-yy or dd-mmm-yyyy, or select the date from the pull-down calendar.
Using Project Templates and Quick Entry
Changing the Project Type of a Project
Copying Budgets from a Project Template or Existing Project
Project Status of a New Project
When you create a project from a template or another project, the status of the new project you create is determined as follows:
- If the status of the existing project or template is a valid starting status, then its project status is copied to the new project.
See: Default Project Starting Status.
- If the status of the existing project or template is not a valid starting status, then the default starting status for the project's project type is the starting status of the new project.
Changing the Project Type of a Project
You can change the project type of a project if the following requirements are met:
- The new project type belongs to the same project type class as the current project type.
- The project does not have any cost distribution lines.
If the new project type's cost burden schedule differs from that of the project type you are changing from, the following update will take place:
- The project does not have any draft revenue or draft invoice items.
- If any tasks exist with a cost burden schedule matching the cost burden schedule of the project type before the change, those tasks will be updated to use the cost burden schedule of the new project type.
To change the project type:
1. Navigate to the Project, Templates window for the project.
2. Select the new project type.
3. Save the change. (If you do not save the change now, the tasks will be locked until you either save or cancel the change.)