Copying a project

Note:

If you have multi-company and copy a project, Ajera uses the average labor budget rates from the project, not the company. If the project belongs to another company, you can change the rates on the > Manage > Project Command Center > Manage tab after entering hours or units. The best practice is to copy a project from the same company.

To copy a project

1. From the > Manage menu, click Project Command Center.
2. Click the New button.
3. Select Copy existing project, and click to select the project you want to copy.
4. To copy resources and tasks, check the Copy Resources and Tasks check box.
5. To copy rates and amounts, check the Copy Rates and Amounts check box.

6. Click the Create button.

A copy of the existing project appears for you to use as a basis for entering your new project.

7. On the Project Info > General subtab, do the following:

• Enter the description of the new project.
• If you are using IDs, also enter the new ID.

8. Click the Billing subtab. Change the billing type and rate table, as needed.
9. Click the Invoice subtab, and do the following:

• Verify that the client, invoice format, and billing manager are correct.
• For a phase that is a billing group or a phase that is not a subphase of a billing group, click the Invoice subtab, and change the billing description.

10. If you are billing for a fee type of project, click the Manage tab and enter contract amounts in the Contract column.
11. Review this information for phases and make any changes, as needed.
12. Make any other changes to the project information or the project work breakdown structure, as needed. When you copy a project, Ajera copies the options and check box selections from the existing project. Be sure to review them and make changes, as needed.
13. Click Save. Your new project now appears in the project list at the top of the window.