Mass Add Project Information

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters.  You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”  

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections.  Once the default selections display in the screen, you can override the defaults as necessary.

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

This non-editable field displays the "One" option. This is because you can only use one project as the template.  

Enter, or use Lookup to select, a template project to be used in this process.  This project should be the project that you want to replicate.

The new (destination) project's structure will be identical to that of the template project, if you selected the Include Basic Info checkbox.

The unlabeled field below is the project description for the template project.

This non-editable field displays the "Range" option.  This is because you must enter a range of projects that you want to create.

If you want to create only one new project, enter that project number in the Start and the End fields.

Enter, or use Lookup to select,  a starting destination project for this process. Lookup for the destination project is only available if you have previously created the project and want to add other project screens.

Enter the ending project in the range to be created.

There are certain restrictions placed on the number of projects and projects levels that you can create. These restrictions are as follows:

• You can replicate project information from an individual project node or element to another node within the same project, or to a node in another project. The exception to this rule lies in the top project node. You cannot copy a top-level project to a lower-level node. Likewise, you cannot copy a lower-level node to the top level of a new project. When you create a new project, you must also create project levels at that time. If you copy a lower-level node to a top-level project, no project levels will exist for that project. If you copy a top-level project to a lower-level node, project levels will exist at an incorrect level. Therefore, you can copy a top-level project only to another top-level project.

• You can create multiple projects from a single template project. For example, you can create project 1001, 1002, and 1003 from project 1000. If you create multiple projects, only one node can be replicated.

• You can replicate a branch of a project by selecting the Include Lower Levels checkbox. This allows you to add project 1000 and all of its lower levels. If you select this checkbox, however, you can replicate only one project. If you want to replicate an entire project more than once, you must execute the utility several times. If you select the Include Lower Levels checkbox, any data in the Destination Project End field will be cleared.

This field displays the number of projects that will be created when you execute the process.

To update this field, use the Fill Table pushbutton.

Select this checkbox to set up project basic information.

You must set up the Basic Info screen (Projects\Maintain\Project) before or at the same time as other project tables. The additional tables that can optionally be added depend upon the Basic Info screen. Therefore, you must set up these records before or at the same time as the dependent tables.

Select this checkbox to set up the entire project tree.

If you select this checkbox, the new project will be an exact duplication of the template project in that the project levels and level lengths will be identical.

Select this pushbutton to fill the table window using the template project and project range entered above. For each new project being created, the program will generate a separate line.

You can use the table window to review the projects that will be created.  The projects displayed in the table window are not created until the process is executed.

This field displays the project number of the template project replicated.

This field displays the project number of the destination project being added.

• If a single project level is being replicated (if the Include Lower Levels checkbox is not selected), you can modify this project number.

• If a project tree is being replicated (if the Include Lower Levels checkbox is selected), you cannot modify the destination project number.

This restriction exists to prevent dependent lower project levels and segment lengths from being set up incorrectly.

This field stores the name of the destination project.  The template project name defaults in and can be edited.

This field displays the abbreviation code associated with the destination project.  You can edit this field.

This field determines whether the destination project will be set as active or inactive when being created. A value of "Y" defaults into this field, indicating that the project will be active. You can edit this field.

Enter, or use Lookup to select, the owning organization of the destination project(s). You can edit this field.