Project manual

3. Add Projects Based on Existing Project Data

If you have a new project that is very similar to a past project, you can add a new project based on the existing project.

Note: Projects can be added only by users who have administrator privileges for the Project application. These privileges are set up by the system administrator. See Set Up the Administrator Group for a step-by-step guide on how to register users in the Administrator Group.

  1. From the Portal Page, click Project on the Office 4 menu.

    The Project List window appears.

  2. Click Administrator Menu.

    The Administrator Menu for Project window appears.

  3. Click Project Setting.

    The Project Setting window appears.

  4. Click Add Project Based on Existing One.

    The Add Project Based on Existing One window appears.

  5. From the Project as a Base drop-down menu, select a project that has the data you want to use.

  6. From the Project Start Date drop-down menu, select a date when you want the project to start.

  7. From the Project Data to Utilize area, click the radio button next to the category of information you want to include in your new project.

  8. Click Add.

    The Project Setting window appears.

  9. Select the Project you just created. It will be named the same as the original name but with a version number included.

  10. Click Edit.

    The Edit Project Information window appears.

  11. Select a Project manager by selecting a User from the select box.

    • Use the Group pull-down menu to find the Users associated with each group.

    Click Enter.

  12. Select Project Members by selecting Users from the select box and clicking Add.

  13. To change the Job Properties/Task Properties, see Editing Job Properties/Tasks.

  14. When done, click Project Setting.


[ Return to the Project manual table of contents ]
[ Return to the manuals main table of contents ]