Companies may have multiple projects that are similar to each other within the EnterpriseTrack system. If you have to create a new project that is very similar to an existing EnterpriseTrack project, you can choose to copy a project instead of creating the new project from scratch.
- Click on the Projects link in the Left Navigation Bar, or from the Go To menu select Projects.
- Locate the project you wish to copy.
- Click on the name of the project to view the project basics.
- From the Project Module Menu (Project#) on the Top Navigation Bar select Copy Project.
- On the Project Copy Options page, enter the name of the new project and enter a start date for the project.
- Use the check boxes to select all the elements of the project you wish to copy. By default the system will copy certain core information like the org hierarchy, classification, statements and notes, roadmap with all the deliverables and tasks, the team members, the primary metric etc.
- Click the Copy Project button to create your new project.
- Click Cancel to leave the page without copying the project.
Projects
Working with Projects
Creating a Quick Project
Searching for Projects
Using Project Quick Search
Text Search within Projects
Using the Project Module Menu
Selecting the Activity Display Mode
Using the Project Listing Page
Using Control Buttons
Using the Group by Functionality
Using the Pivot Functionality
Working with Organizations
Putting a Project on Hold
Re-opening Projects
Exporting a Project
Deleting a Project
Editing a Project
Working with Project Basics
Working with Project Dates
Working with Project Roadmaps and Tasks
Working with Generic (Non-WBS) Activities
Working with Project Documents
Working with Project Financial Data
Importing and Exporting Project Information
Working with Project Issues
Working with Project Risks
Working with Project Metrics
Working with Project Statements and Notes
Working with Project Reports
Working with Status Reports
Working with Project Resources
Working with Project Settings