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:

1. On the Navigation Menu, expand Projects and click EPS.
2. On the EPS page:
   1. Click the Context 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.

Tip:

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.