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:
- 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.
Related Topics
Creating Projects from Existing Projects or Templates
Deleting Projects or EPS Elements
Configuring Project Preferences
Last Published Wednesday, July 10, 2024