Save As

Purpose

Copy project using a new name and project number.

 

Steps

To use Save As:

1.  Select the project you want to copy using a new name.

2.  Click Save As.

3.  Enter a name for the new project.

4.  Click OK to generate an auto assigned Project Number or enter a new Project Number.

A unique number is required to save an existing project as a new project. Entering an project number that has been previously assigned, displays validation error. Removing the duplicate number returns the <Auto Assign> prompt.

5.  Check Include Task Data to save the task and the data, including user-entered data (dates, assignees, notes). If this is unchecked, the task is saved, but not the task data.

6.  Click OK.