Create a New Project from an Existing Project

You can copy an existing project record to duplicate its information, and then edit and save the record to create a new project record.

To create a new project from an existing project, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. Click New and select Create Project from.
3. On the Create Project from dialog box, set the Copy From field to Existing.
4. In the Project field, click Search to open the Project lookup and select the project record that you want to copy.
5. Complete the remaining fields on the Create Project from dialog box and click OK. Ajera CRM closes the Create Project from dialog box and opens a new project record. Ajera CRM copies the entire Work Breakdown Structure (WBS) and all project data from the selected project record to the new project record.
6. On the tabs of the Project Info Center form, enter additional information about the new project.
7. Click Save.