Create a project with a manually entered project number by copying an existing project

When copying a project, you can copy project details (including cost types, billing formats, and budgets) from an existing project.

  1. Open the Project screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Project field, enter a code of up to eight alphanumeric characters to identify the new project.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.

    Viewpoint recommends using unique project numbers across companies when possible.

  4. Press Tab.
  5. In the Name field, enter the name of the project.
  6. The project name should be unique and descriptive enough that other users can easily identify it in a lookup list. As a best practice, you should always give projects unique names across companies.

  8. Click Copy from Project.

In the Copy From Project Posting Type field on the Cost Codes tab, click to select the posting type of the existing project.

  • All

  • Template

  • Standard Project

  • Master Project

  • Sub Project

  • In the Project to Copy From field, do one of the following:

    • Enter the code of the existing project you want to copy and press Tab.

    • Click to select the existing project you want to copy from a Lookup List.

  • To copy cost codes and other related information, complete the fields as described on the Copy From Project Popup Window - Cost Codes Tab Field Reference.

  • To copy project billing information, complete the fields as described on the Copy From Project Popup Window - Project Billing Tab Field Reference.

  • To copy checklists, complete the fields as described on the Copy From Project Popup Window - Checklists Field Reference.

  • Click OK to return to the Project screen.

  1. Click Save Project.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Notices tab before saving the entry.