You can create projects using the project templates you created. You can also create projects by copying from existing projects.
You can verify the project properties, make changes as necessary, update status, or activate as necessary.
Tip: Because you can only have one cost sheet per project (and once a Cost Sheet is created for a project, it cannot be deleted or replaced), you might consider creating a Cost Template in the Templates log and copy into the project separately.
Note: As Project Administrator, you can receive email notification of the successful creation of a shell instance, for shells that are created manually, through Web Services or a CSV file upload, or through auto-creation. This notification can be set up in email notifications in uDesigner. Also, you can set your User Preferences to control whether you receive these notifications.
To create a project from a project template or existing project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Projects in the left Navigator.
- If your company is using project categories, click a project category in which to create the new project. If you don't wish to categorize the project, or if no categories have been setup, click All. Note that not all administrators will have access to all project categories.
- From the File menu, click New > Copy From. The Project Cloning window opens.
- Click the Copy From drop-down list and choose Project to copy an existing project, or Template to copy a project template.
- Select a project or template from the list and click OK. To search for a specific project or template on the list, click the Filter By field and select Name or Number. In the Filter For field, enter all or part of the name or number to search for and click Search.
- In the Select Modules pane, select the modules to include in the new project. Users and Groups are selected by default and copied along with the project properties.
Note: If the Schedule Sheet option is selected, the curves relating to the schedule sheet will be copied to the new project. If the Schedule Sheet is NOT selected, the curves relating to the schedule sheet will be created but the name of the schedule sheet selected on the properties window will be empty.
- Click OK. The Project window opens, displaying the project properties.
Most properties are copied from the original template with the following exceptions:
- Project Number: On the General tab, enter a Project Number
- Project Currency: On the Standards tab, specify the Project Currency
- Project Image: On the Standards tab, specify the Project Image (optional)
- When the window is complete, click OK.
- Click Yes to confirm and create the new project.