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:
- Click the Row Actions select Add Project Template.
- In the Add Project Template dialog box:
- On the General tab:
- Select an option or enter a value in each required field.
- On the Advanced tab:
- In the Copy from existing project or template field, click Select
- In te Select Project or Template dialog box, click Projects or Templates and select a project or template from the dialog box, then click Select.
- Click Create.
Tips
- If you choose to copy from an existing project, select either the Use Actual Costs and Units or Use Planned Costs and Units option. If you select to copy from a template, the application will disable the Use Actual Costs and Units option.