Create a New Project from an Existing Project

Use this procedure to use an existing project record as a template in establishing a new "PM Compass only" project.

For more information, see Projects Overview.

To create a new project from an existing project:

1. On the Navigation menu, click Projects » Projects.

2. In the Projects List View grid, select the project that you want to copy.

3. On the Projects Form View toolbar, click New » Select Record to Copy.

4. Use the Project Search dialog box to search for and select the project that you want to use as template.

5. Click Select. The copied project becomes populated with the original project’s information except for certain fields where unique values are required, such as the Project field on the General tab, the Schedule Projects Information field on the Schedule Integration tab, and the rights information on the Access Control tab of the Projects form.

6. Enter or modify necessary information.

7. On the form toolbar, click Save.

Learn more about...