Create a project with an automatically assigned project number by copying an existing project

To create a project with an automatically assigned project number, the Enable Auto Assign Project Number checkbox must be selected on the Project Settings screen.

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. If the option to enable project number prefixes is selected in the Project Settings screen, in the Using Prefix field, click to select the prefix for the project number.
    Note: The prefix defaults to the last prefix used.
  4. Click the Auto Generate Project button.
  5. Press Tab.
  6. In the Name field, enter the name of the project.
  7. 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.

  9. Click Copy from Project.
  10. In the Copy From Project Posting Type field on the Cost Codes tab, click to select the posting type of the existing project. Valid values:
    • All
    • Template
    • Standard Project
    • Master Project
    • Sub Project
  11. 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.

  12. To copy cost codes and other related information, complete the fields as described on the Copy From Project popup window - Cost Codes tab.
  13. To copy project billing information, complete the fields as described on the Copy From Project popup window - Project Billing tab.
  14. To copy checklists, complete the fields as described on the Copy From Project popup window - Checklists tab.
  15. Click OK to return to the Project screen.
  16. 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.

    When you save the project, ProContractor checks to ensure that the project number has not already been used. If the number has been used, a new number is automatically generated and assigned during the save process.