Copying a project
| Note: | If you have multi-company and copy a project, Ajera uses the average labor budget rates from the project, not the company. If the project belongs to another company, you can change the rates on the |
- From the Setup menu, click Projects.
- Click the New button.
- Select Copy
existing project, and click
to select the project you want to copy. - Click the Create button.
A copy of the existing project appears for you to use as a basis for entering your new project.
- On the Project Info > General subtab, do the following:
- Enter the description of the new project.
- If you are using IDs, also enter the new ID.
- Click the Billing subtab. Change the billing type and rate table, as needed.
- Click the Invoice subtab, and do the following:
- Verify that the client, invoice format, and billing manager are correct.
- For a phase that is a billing group or a phase that is not a subphase of a billing group, click the Invoice subtab, and change the billing description.
- If you are billing for a fee type of project, click the Manage tab and enter contract amounts in the Contract column.
- Review this information for phases and make any changes, as needed.
- Make any other changes to the project information or the project work breakdown structure, as needed. When you copy a project, Ajera copies the options and check box selections from the existing project. Be sure to review them and make changes, as needed.
- Click Save. Your new project now appears in the project list at the top of the window.
See also
