Page 29 - Unanet AE: Setting Up Projects
P. 29
Activity 3.2 – Copy a Project
In this activity, you will copy a project.
Activity Steps
1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20220000 in the Project Lookup field.
3. Press Enter. The Project applet populates with information for Oakcrest
Estates.
4. Select the Copy button.
5. Type 20220001 in the Code field.
6. Type Kingsbury Estates in the Name field.
7. Verify all the Copy check boxes are selected.
8. Select the Save button.
9. Select the Billing tab.
10. Select TandM in the Main Invoice field.
11. Select the Save button.
12. Right-click Kingsbury Estates > Contract Levels / Caps. The Contract Levels
/ Caps window opens.
13. Use the information in the table below to update the fixed fees.
Phase Fixed Fee
Pre-Design 0.00
Schematic Design 0.00
Design Development 0.00
Construction Documents 0.00
Bidding/Negotiations 0.00
Construction Administration 0.00
14. Type 0.00 in the ICC FF Portion field for Schematic Design.
15. Select the Save & Close button.
16. Right-click Kingsbury Estates > Contract Levels / Caps. The Contract Levels
/ Caps window opens.
17. Select Project in the WBS Level field. A confirmation message displays.
18. Select the Yes button.
19. Type 200,000 in the CAP field for Kingsbury Estates.
20. Select the Save & Close button.
21. Close the Projects applet.
Lesson 3: Work with Projects ©2023 Unanet. All rights reserved. 29