New Project from Template

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 icon to select an existing project from a Lookup Window
4. Click the [Next] button
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