Field | Description |
Create
Project
|
In the drop-down list, select the method you want to use to create the
project:
Manually,
From
Project,
From
Opportunity,
From
Project Template, or
From
Opportunity and
Project Template
. When creating a
project manually, you enter all the information yourself. For all other
project creation methods, you reuse information from an existing
project,
opportunity, or template.
You can create a project from a template only if you have activated the Accounting or CRM modules.
|
Project Number
|
Enter a unique identification number for the
project.
DPS can automatically generate a number for you if you have enabled auto numbering on the
Numbering tab of
.
|
Select a
Project
|
Enter the name or number of the
project you want to copy. As you type,
DPS displays all matching
projects you have security rights to see.
|
Find an
Opportunity
|
Enter the name of the
opportunity you want to copy. As you type,
DPS displays all matching
opportunities you have security rights to see.
|
Find a
Project Template
|
Enter the name of the template you want to copy. As you type,
DPS displays all matching templates you have security rights to see.
|
Copy Plan
|
If the
project you are using as the basis for the new
project has a plan, select this check box to copy the plan. When you select the check box,
DPS displays a calendar control so you can select a start date for the plan. If your role's security settings do not allow you to add plans, the
Copy Plan checkbox the and calendar do not appear.
- If the
project has only one level,
DPS copies the entire plan.
- If the
project has more than one level,
DPS copies only the plan levels for the levels that are kept and saved in the Edit
Project Structure grid.
- DPS copies plan settings.
- If you change the Plan Start Date in the dialog,
DPS shifts the plan and all assignments.
If you do not copy the plan,
DPS creates an empty plan for your new
project using default settings, so you are able to enter planned labor hours, planned expense amounts, and
consultant amounts.
|
Copy Plan Structure and Move Assignments
|
If the
opportunity you are using as the basis for the new
project has a plan, select this check box to copy the plan structure and move any existing assignments. When you select the check box,
DPS displays a calendar control so you can select a start date for the plan. If your role's security settings do not allow you to add plans, the
Copy Plan Structure and Move Assignments checkbox and the calendar do not appear.
|
Billing Terms
|
If the
project you are using as the basis for the new
project has billing terms, select this check box to copy the billing terms.
|
Name
|
Enter a unique short name for the
project.
|
Long Name
|
Enter the name you want to use in
Proposals. By default,
DPS automatically populates this field with the
Name. If you replace
Name with a different name,
DPS stops updating this field when you change the name.
|
Charge Type
|
Optionally, select
Regular,
Overhead, or
Promotional from the
Charge Type drop-down list
|
Continue
|
Click
Continue to add the
project. In the How To section of the help, refer to the topic for the
project creation method you are using to learn more about the work flow after you click
Continue.
|