Contents of the Choose Project Structure Form
Use the fields and options on the Choose Project Structure form to select phases and tasks for the work breakdown structure (WBS) of a new project when you are creating that project from an existing project or template.
Contents
The grid contains one row for each available phase or task in the WBS you are copying. All are selected by default. If you are also creating a linked promotional project from an existing project or template, its WBS elements, if any, are also displayed in a grid so you can select the elements you want to keep. Any WBS elements that your security role does not give you access to cannot be selected.
Field | Description |
---|---|
Regular/Overhead/Promotional Project: Number | This column displays the new
project number, along with
phase, and
task numbers in the WBS that you are copying from a
project or template. Clear the check boxes for the
phases and
tasks that you do not want to include in the new
project WBS. Clearing the check box for a
phase also clears those for that
phase's associated
tasks. (You can clear the check box for the
project to clear the check boxes for all lower level WBS elements. However, you cannot continue until you reselect at least the
project.)
If you are creating a project from an existing project and copying the billing terms from that project and you choose not to copy some phases or tasks, some billing terms settings that are related to, or dependent on, those phases or tasks may be changed as a result. Review the billing terms carefully after you create the new project to make sure that they are set correctly. |
Regular/Overhead/Promotional Project: Name | This field displays the names of the phases and tasks in the WBS that you are copying. |
Linked Promotional Project: Number | If you are also creating a linked promotional
project for a regular
project, this column displays the promotional
project number. If you are creating the promotional
project from a
project or template with lower WBS levels, this column also displays the
phase and
task numbers in that WBS. Clear the check boxes for the
phases and
tasks that you do not want to include in the new promotional
project. Clearing the check box for a
phase also clears those for that
phase's associated
tasks. (You can clear the check box for the
project to clear the check boxes for all lower level WBS elements. However, you cannot continue until you reselect at least the
project.)
If you are creating the promotional project from an existing project and copying the billing terms from that project and you choose not to copy some phases or tasks, some billing terms settings that are related to, or dependent on, those phases or tasks may be changed as a result. Review the billing terms carefully after you create the new project to make sure that they are set correctly. |
Linked Promotional Project: Name | This field displays the names of the phases and tasks in the WBS that you are copying to create the linked promotional project. |
Continue | Click Continue to save your changes and display the Edit Project Structure form. |