UniPhi allows you to copy an existing project instead of creating a project from scratch. To copy a project:
UniPhi allows you to copy an existing project instead of creating a project from scratch. To copy a project:
Select the project that will be copied.
Click on the blue copy icon.
When copying a project, UniPhi allows the new project to also have a copy of the following items from the source project: Issues, Resources, Resource Planning, Budget, Contracts and Milestones.
Issues – copies all open issues. It does not copy the comments, due dates, actions or assignments.
Resources – copies the assigned project team to the new project in the same roles.
Resource Planning – copies the budget data from resource planning, only works when you also select Copy Resources.
Budget – copies the current budget in both the Revenue and Costs modules. It does not copy budget snapshots, so the budgets still need to be approved or marked as Original/Approved in a snapshot for reporting.
Contracts – copies contracts and deliverables, does not copy variations. New contracts are all in a pending status.
Milestones – copies milestones and earned value weightings. Does not copy dates or progress.
Should you wish to copy any of the data above, simply check the box under each label.
UniPhi inherits the filters (sector, project type, service line, location and phase) of the source project. Should these need to change on your new project, you may make the change now.
Once all the project data has been confirmed, and the project has been resourced, click the green Create Project icon.
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