Create Similar Project

Open the Project, then click Create Similar. A selection screen will appear.

Choose which fields of that are to be duplicated on the next Project, and select OK. The newly created Project will use the next Project system number available.

Selection of the fields is self explanatory, but also includes the ability to copy the templates across as well.

Further information

Workflow Example

Add a Job to a Project

Add a Document to a Project

Add Recurring Managed Service Jobs

Set up a Managed Service Contract