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simplify the task of creating projects and engagements by basing them upon existing ones |
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| Info |
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When you make new projects or engagements, Projector applies some generic settings to them to ease the setup process. For instance, default contract terms, revenue routing, tasks, etc. These default settings are defined by the Engagement Type. However, sometimes the engagement type settings are not detailed enough. You might want a new project that uses the same location, detailed task plan, roles, or scheduled hours as another project. In these cases, clone project is the solution. The name of the form is a little misleading because you can clone project, contract line item, and engagement data. But at its root, every clone operation results in a new project, and only potentially results in a new contract line item or engagement. So clone project form it is. You can clone a project into a new engagement, into an existing engagement, or into the same engagement. So what are some of the reasons users choose cloning?
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Watch the Project Setup and Configuration Best Practices Webinar, where our implementation consultants walk through cloning projects. (go to 9:00) |
This form is reached by right clicking on a project from the Project Browser and choosing Clone Project.
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