Adding a Project from a Template

User Rights:

Location:

Project Manager

Projects > Project List

 

A Project can be created based on a Project template.  A template can be created from an existing project so as to form the basis of new projects, refer section on Templates for more details.

 

Follow these steps to a Add a Project from a Template

  1. Click the Add Icon from the Project list to add a new project, select Create a new project based on a Template.  Click the Next button

  2. Select a Project template from the list of available templates.

  3. Complete Project Details (including Codes assigned to project).

  4. Click the Submit button to move to the next step.

  5. Select the appropriate Structure Position for each Structure.

  6. Click the Save button to complete the Project set up.  The Project’s Details page will open on completion.