Difference between revisions of "New Project from Template"
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To create a new project from a template: | To create a new project from a template: | ||
#Navigate to the Projects tab | #Navigate to the Projects tab | ||
#Click the [New | #Click the '''[New Record]''' button, and choose '''New Project from Template''' | ||
#Click the Lookup [[File:lookupicon.gif|link=]] icon to select an existing project from a [[Lookup Window]] | #Click the Lookup [[File:lookupicon.gif|link=]] icon to select an existing project from a [[Lookup Window]] | ||
#Click | #Click '''[Next]''' | ||
#Follow the instructions at [[Projects#Add_a_New_Project|Add a New Project]] | #Follow the instructions at [[Projects#Add_a_New_Project|Add a New Project]] | ||
;Considerations: | ;Considerations: | ||
Latest revision as of 19:27, 18 July 2011
Use a successful project as a template for future work.
To create a new project from a template:
- Navigate to the Projects tab
- Click the [New Record] button, and choose New Project from Template
- Click the Lookup
icon to select an existing project from a Lookup Window - Click [Next]
- Follow the instructions at Add a New Project
- Considerations
-
- When project is created from a template, only the phases and tasks are added
- All tasks in a project created from a template will have Status set to Not Started and Percentage Complete set to zero
- New Start Dates are calculated for each task, based on the Start Date of the Project and the Start Date/Task Duration associated with each task