Creating Projects from Existing Projects or Templates

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:
1. Select the EPS element to which you want to add the new project.
2. Click Row Actions and select Add Project.
3. In the Add Project dialog box, click the General tab.
4. On the General tab select an option or enter a value in each required field.
5. Click the Advanced tab.
6. Click the Copy from existing project or template field and click Select.
7. In the Select Project or Template dialog box:
  - Click Projects or Templates.
  - Select a project or template.
  - Click OK.
8. Select the data items to copy from the project or template.
9. 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.

Related Topics

Working with Projects

Creating Projects

Assigning Locations to Projects

Creating Project Templates from Existing Projects or Templates

Deleting Projects or EPS Elements

Opening Projects or Templates in the EPS

Opening Projects Exclusively

Removing the Exclusive Lock on Projects

Customizing Detail Windows

Last Published Thursday, February 1, 2024