General Information Page of the New Project Wizard

Use this page to enter the most basic information about the project, including its name and description.

Contents

Field Description
Name Enter the name for the new project.
Description Enter a description of the new project.

You can modify the project description afterwards on the General tab of the Project Properties dialog box.

Copy defaults from project Select this option to tell Cobra to copy the structure of the new project from an existing project. The structure includes the data file structure, project option settings, class/cost set definitions, and access controls. Copying defaults is helpful in multi-project reporting because it ensures that projects are set up using a similar structure.

Click to display the Project Lookup dialog box, where you can select the project from which Cobra will copy information.

If you want to copy the data from an existing project, open that project in the Project view and select > Save As.

If a default project template exists, the defaults come from that project when this option is selected. The default project is defined in the General tab of the Application Preferences dialog box. If a project is selected and a default project template exists, Cobra copies the defaults for the new project from the project in the Copy defaults from project field, not from the project template.

This is a Master Project Select this option to tell Cobra to create the new project as a master project. No cost data can be loaded against a master project.

Selecting this option enables the Sub-Projects page of the New Project wizard.

If you want to merge your sub-projects into a new project, display the Project Properties dialog box for the master project and choose Save As on the Sub-Projects tab.