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.

Funding Sources option

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

Issues option

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

Risks option

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

Activities option

Determines whether to copy activity data.

Notebooks option

Determines whether to copy project notebook data.

WBS Milestones option

Determines whether to copy WBS milestone data.

High Level Resource Planning Assignments option

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

Reports option

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

Summary Data option

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

Project Codes option

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

Secure Project Codes option

Determines whether to copy secure project codes. This option is only visible if you are copying a project or WBS. You must be signed in as a user with privileges to view and edit secure codes for both the source and destination to be able to copy secure codes.

Activity Data options:

Activity Codes option

Determines whether to copy activity code data.

If selected, global and project activity codes are copied. EPS activity codes are only copied if the data is pasted within the same EPS node as the data you copied.

Expenses option

Determines whether to copy expense data. 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.

Resource and Role Assignments option

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

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.

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