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

Overview

Use this tab to select project, WBS, and activity data that you want to copy from an existing project or template to use as a basis for a new project template.

Screen Elements

Use Actual Costs and Units option

Determines whether the application uses actual units and costs. If this option is not selected, the Use Planned Costs and Units option is automatically selected.

This option is only available if you have elected to create the new project by copying an existing project or template. The Use Actual Costs and Units option is only enabled if the existing project or template contains actuals.

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 options:

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.

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.

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.

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 Template.
Click the Advanced tab.

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