Advanced Tab of the Add Project Dialog Box of the EPS Page

Overview

Use this tab to choose the project, WBS, activity, and baseline data you want to copy from an existing project to use as a basis for a new project.

Screen Elements

Copy from Existing Project or Template field

The predefined project or template that the application will copy to create a new project.

Project & WBS Data or WBS Data options:

Documents option

Determines whether to copy document data to the project.

Funding Sources option

Determines whether to copy funding source data to the project or template. This option is only visible if you are copying a project or template.

Issues option

Determines whether to copy issue data to the project. This option is only visible if you are copying a project or WBS.

Risks option

Determines whether to copy risk data to the project. This option is only available if you are copying a project or WBS.

Activities option

Determines whether to copy activity data to the project or template.

Notebooks option

Determines whether to copy project notebook data to the project or template.

WBS Milestones option

Determines whether to copy WBS milestone data to the project or template.

High Level Resource Planning Assignments option

Determines whether to copy high-level (project and WBS-level) resource planning assignments to the project.

Reports option

Determines whether to copy report data to the project. This option is only visible if you are copying a project or template.

Summary Data option

Determines whether to copy summary data to the project. This option is only visible if you are copying a project or template.

Activity Data options:

Activity Codes option

Determines whether to copy activity code data to the project or template.

If selected, global and project activity codes are copied with the project. EPS activity codes are only copied if the project is copied within the same EPS node.

Expenses option

Determines whether to copy expense data to the project or template. This option is only visible if you are copying a project or template.

Notebooks option

Determines whether to copy activity notebook data to the project or template.

Relationships option

Determines whether to copy relationship data to the project or template.

Resource and Role Assignments option

Determines whether or not to copy resources and role assignment data to the project or template.

Steps option

Determines whether to copy step data to the project or template.

Financial Period Data option

Determines whether to copy financial period data to the project.

Risks option

Determines whether to copy risk data to the project or template.

WP and Docs option

Determines whether to copy Work Product and Document data to the project. This option is only visible if you are copying a project or template.

Risks option

Determines whether to copy risk data to the project.

WP and Docs option

Determines whether to copy Work Products and Documents to the project.

Baselines option

Determines whether to copy baselines to the project.

Note: When you add a project and choose to copy data from another project, the new project might not appear immediately. The process runs as a background service and you will see a notification once it has completed.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page, select an EPS element where you want to add the new project, then click Row Actions and select Add Project.
Click the Advanced tab.

Related Topics