Page 30 - Unanet AE: Setting Up Projects

Activity 3.3 – Create a New Project using a Template
In this activity, you will create a new project using a template.

Activity Steps

1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20220001 in the Project Lookup field.
3. Press Enter. The Project applet populates with information for Kingsbury
Estates.
4. Select the Copy button.
5. Type 001 in the Code field.
6. Type Template in the Name field.
7. Verify all the Copy check boxes are selected.
8. Select the Save button.
9. Select the Template check box. Once you flag a project as a template, it is no
longer a billable project.
10. Select the Save button.
11. Select Project From Template from the New menu in the header. The New
Project From Template window opens.
12. Select 001 Template in the Templates section.
13. Type 20220002 in the New Project Code field.
14. Type Willowbrook Estates in the New Project Name field.
15. Select the Create button.
16. Close the Projects applet.

Lesson 3: Work with Projects ©2023 Unanet. All rights reserved. 30