Entering a new project from a project widget
Before you begin
- Verify that you have the appropriate designing security to enable the New button.
- Verify you have the appropriate security access to create new projects.
To enable the new button on a project widget
-
Click > to open Design mode, and click the tab the project widget is on.
- Click to open the widget menu and click Edit.
- In the Task Options section, check the Enable "New" button check box.
- Click Save.
A New button will now be available below the widget header.
To enter a new project
- Click the New button on the widget.
This will launch the ClickOnce application.
- Select one of the following options:
- New project
- Copy existing project
- Copy Resources and Tasks
- Copy Rates and Amounts
- Create from template
- Click Create.
- Enter project information (Skip to step 2).