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:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Select the EPS element to which you want to add the new project.
- Click Row Actions and select Add Project.
- In the Add Project dialog box, click the General tab.
- On the General tab select an option or enter a value in each required field.
- Click the Advanced tab.
- Click the Copy from existing project or template field and click Select.
- In the Select Project or Template dialog box:
- Click Projects or Templates.
- Select a project or template.
- Click OK.
- Select the data items to copy from the project or template.
- 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.