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Creating project using wizard - From existing project

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On the main screen toolbar, click the arrow next to the button and click on the Create project using wizard option. At this point, creation wizard opens.

 

 

Select the From existing project option and configure the following fields of each of the step below. It is important to note that the number of steps displayed in the wizard varies according to the configurations defined in the project type, so they will all be displayed below.

 

First steps
Project data
Recurrence

 

After filling in the required field, click on the Finish button.

 

If the project is answering a request and the request and project attributes are the same, the system will ask if you wish to copy the request values to the project. Click on OK to perform this operation.

If the project being created is a recurring project, created from a program schedule, its creation may take a few minutes. The system will send an e-mail notification once the operation is finished.

 

In the Review step, an overview of the project creation will be presented. Through the Project data option, it is possible to access the project data screen to make the necessary edits while using the SE GanttChart option, it is possible to access the project structure through SE GanttChart. Click on the Close option, to close the creation wizard.

 

Refer to the Editing planning project section for a detailed description of the other fields on the project data screen.

Refer to the SE GanttChart section for a detailed description on how to use this feature.