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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. Note: If you are creating a new project and you use a project name that already exists as a PM Compass project in the database, you can add this project as a Cobra project. If the Copy defaults from project option is selected and a project is specified, Cobra copies the structures of the specified project and the PM Compass project into 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 the structure 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 the Copy defaults from project option is cleared and a default project template is defined, Cobra copies the structures of the default project template into the new project. If the Copy defaults from project option is selected or a default project template is defined, Cobra copies the structures of the project specified in the Copy defaults from project option into the new project, and not the structures of the default 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.

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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. Note: If you are creating a new project and you use a project name that already exists as a PM Compass project in the database, you can add this project as a Cobra project. If the Copy defaults from project option is selected and a project is specified, Cobra copies the structures of the specified project and the PM Compass project into 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 the structure 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 the Copy defaults from project option is cleared and a default project template is defined, Cobra copies the structures of the default project template into the new project. If the Copy defaults from project option is selected or a default project template is defined, Cobra copies the structures of the project specified in the Copy defaults from project option into the new project, and not the structures of the default 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.