Create a Project from an Opportunity and Project Template

Use the New Project form to create a new project from an opportunity and a project template.

The CRM or Resource Planning applications must be installed in order for you to be able to create a project from an opportunity and a project template.

1. In the Navigation pane in the browser application, select Hubs > Projects.
2. Click + New Project in the top right corner of the form. Deltek displays the New Project form.
3. In the Create Project drop-down list, select From Opportunity and Project Template. Deltek activates the Opportunity and the Project Template fields.
4. In the Opportunity field, enter the name of the opportunity. As you type, Deltek displays all matching opportunities you have security rights to see.
5. In the Project Template field, enter the name of the template. As you type, Deltek displays all matching templates you have security rights to see.
6. Enter a unique number in Project Number and a unique name in Project Name.
7. To include a longer, more descriptive name for the project, enter it in Long Name.
8. Select Regular, Overhead, or Promotional from the Charge Type drop-down list.
9. Click the Continue button.
   1. If the template you select does not have WBS structure, Deltek completes this work flow by creating the project and displaying it in Edit All mode, where you can adjust the copied data on each of the project tabs.
   2. If the template you select has WBS structure, Deltek displays the Choose Project form. Continue with the next step.
10. In the Choose Project Structure form, by default the check boxes for all phases and tasks are selected. Deselect the check boxes for the phases and tasks you do not want to copy from the existing project to the new project. Deselecting a phase deselects that phase's associated tasks.
11. Click the Continue button. Deltek displays the Edit Project Structure form.
12. In the Edit Project Structure form:
    1. You can change the default values for any of the phases and tasks. For example, you might want to change the status from Dormant to Active.
    1. You can also make changes to the project structure. To copy, delete, or add a new WBS element under a row, hover over the row, click , and select the option from the drop-down list.
    1. Click the Save button.
    Deltek creates the project and displays the Overview tab in Presentation view.

If you use the Deltek desktop application, Deltek does not copy the Approved for use in processing setting from the project in the browser to the project in the desktop application. This is because you need to finish setting up the accounting data in the desktop application before you can charge time and expenses to the project.