Creating a Project from a Snapshot

You can create a new project and an associated cost estimate by copying information from a snapshot of a project cost estimate.

To create a new project from a cost estimate snapshot, follow these steps:

1. Navigate to the Project Overview and select Copy Project Snapshot from the Actions menu on the project row. Or, you can navigate to the Project Summary and select Copy Project Snapshot from the Actions menu on the component header.
   
   The system displays a modal window that lists all of the snapshots for cost estimates associated with the project. You can locate a specific snapshot by typing criteria in the Quick Find search box.

2. Click the row for the snapshot you want to use to create the new project and cost estimate.
   
   The system adds a check mark at the beginning of the row. You can click a different row to change your selection.

3. In the New Project field, enter a name for the project you want to create from the snapshot.

4. In the New Cost Estimate field, enter a name for the cost estimate you want to create from the snapshot.

5. When you are finished, click the Copy Project Snapshot button.
   
   The system creates a new project and a new cost estimate with all of the associated child records from the snapshot. The system displays the new project on the Project Summary along with a message to confirm that your changes were saved.

Related topics:

Managing Projects

Maintaining a Project