Copying summary projects

Use this procedure to copy a summary project. You can copy a summary project with or without contract information.

  1. Select Project Setup.
  2. Click the Structure tab.
  3. Open a project structure and click the Hierarchy tab.
  4. Select a summary project and select Actions > Copy Summary Project.
  5. Specify this information:
    Project
    Specify the project name and description. You cannot change the name after you save the project but you can change the description.
    Description
    Provide a description of the project.
    Begin Date
    The default value is from the copied project. Child project dates must equal or be within the date range of the parent project.
    End Date
    The default value is from the copied project. Child project dates must equal or be within the date range of the parent project.
    Copy Contract Information
    Select this check box to copy all information from the project contract. This check box is available if the summary project is a project contract. You can make changes to the contract information when you view the new summary project.
  6. Click Submit.