Create Project From Dialog Box

Use the Create Project From dialog box to create a new project record from an existing project record, a project template, an opportunity record, or a combination of an opportunity and a project template.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. On the Project Info Center toolbar, click New > Copy Current Project or New > Create Project from.

Contents

Field	Description
Copy From	Use this drop-down list to select the type of record that you want to copy. The selection that you make determines which fields display. Copy From Existing Project displays the Project field. Copy From Project Template displays the Template Project field. Copy From Opportunity displays the Opportunity field. Copy from Opportunity and Project Template displays the Opportunity field and the Template Project field. Click Search in the Project, Template Project, or Opportunity field to open a lookup and select the existing record on which the new project will be based.
Copy Billing Terms	Select this option to copy the billing terms for all phases and tasks from the existing project record to the new project record. This option is enabled only when you create a new project record from an existing project record.
Create Kona Space	Select this option to have Ajera CRM create a Kona space, with you as space owner, and link it to the new project. The Kona space name displays in the Kona Space field on the General tab of the Projects form, and the space displays below that field. Employees listed on the Team tab are automatically invited to join the space. If you are creating the project from an opportunity, the opportunity is already linked to a Kona space, and you want to link the project to that space rather than to a new space, leave this check box unselected. This option is only available if Ajera CRM is configured for integration with Kona Business on the Miscellaneous tab of the General System Settings form, and if you are logged on to Kona on the Misc tab on the User Options dialog box of the Kona Business account.
New Project	Enter a unique project number for the new project.
Short Name	This field displays the project's short name, based on the record that you selected to copy. Project — When you select an existing project record, Ajera CRM enters the existing project's short name in the Short Name field. Project Template — When you select a project template, Ajera CRM enters the project template's name in the Short Name field. Opportunity — When you select an opportunity record, Ajera CRM enters the opportunity's name in the Short Name field. — When you select an opportunity and a project template, Ajera CRM enters the project template's name in the Short Name field. You can edit the project's short name. The short name is useful if the project's full name is too long to display fully on project reports.
Long Name	This field displays the project's long name, based on the record that you selected to copy. Project — When you select an existing project record, Ajera CRM enters the existing project's short name in the Long Name field. Project Template — When you select a project template, Ajera CRM enters the project template's name in the Long Name field. Opportunity — When you select an opportunity record, Ajera CRM enters the opportunity's name in the Long Name field. You can edit the project's long name.
New Project Type	Use this drop-down list to select the project's charge type. Regular — Regular projects are revenue producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Overhead — Overhead projects are not revenue producing. Cost charged to overhead projects include indirect labor and indirect expense. The total cost of these projects is distributed to regular projects during overhead allocation. Typical overhead projects include, General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Overhead projects zero out when you initialize for a new fiscal year. Promotional — Promotional projects are identical to overhead projects. Ajera CRM does not zero out job-to-date costs when you initialize for a new fiscal year. Use the promotional charge type to track the costs associated with acquiring a new job. If you are awarded the job, you can create a new, regular project and transfer the detail so it can be tracked or billed as part of the project cost. This field does not display when you use a project template to create a new project record.