Creating Project Templates 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. Click the Row Actions select Add Project Template.
2. In the Add Project Template dialog box:
3. On the General tab:
  - Select an option or enter a value in each required field.
4. 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.
5. 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.

Related Topics

Working with Projects

Creating Projects

Assigning Locations to Projects

Creating Projects 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