Difference between revisions of "New Project from Template"

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imported>Aeric
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#Click the '''[New Record]'''  button, and choose '''New Project from Template'''
#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 the [Next] button
#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:

  1. Navigate to the Projects tab
  2. Click the [New Record] button, and choose New Project from Template
  3. Click the Lookup Lookupicon.gif icon to select an existing project from a Lookup Window
  4. Click [Next]
  5. 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