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  (c) PMWeb, Inc., 2021

Copy Project Dialog

 
 
Copy Project Dialog
1

COPY RECORDS BUTTON

1. COPY RECORDS BUTTON
Clicking this button opens a confirmation dialog. If you click the OK button the dialog closes and the copy procedure occurs.
2

CANCEL BUTTON

2. CANCEL BUTTON
Click to close the Copy Project Dialog without taking further action.
3

FROM SECTION

3. FROM SECTION
Read only. This section displays information about the current database and project.
4

TO SECTION

4. TO SECTION
  • Database Field - This defaults to the current database, but a different one can be selected if desired.
  • Radio Buttons:
New Project (the default) - A new project will be created and selected records will be copied into it
Existing Project -  Selected records will be copied into the project with the Project ID selected in the next field
  • Project ID Field - The ID of the new project or of the existing project to copy into
  • Name Field - The name of the new project
5

PRIMARY RECORDS SECTION

5. PRIMARY RECORDS SECTION
Place a checkmark next to each setup record for the current project that you wish to copy.
 
  • Copy Schedule Dates to Budget Checkbox - Start and Finish dates for each line in the current budget will be copied
  • Copy Schedule Tasks to Budget Checkbox - The Task field for each line in the current budget will be copied
6

SECONDARY RECORDS SECTION

6. SECONDARY RECORDS SECTION
Place a checkmark next to the record types from the current project that will be copied. All records of the selected types will be copied.