Creating Multiple Projects Manually

To create multiple projects manually:

1. Navigate to Projects and click the New button, or click the New Project button in the Project Checklist.
   • Step 1 of the wizard opens.
2. Click the Set Up Manually radio button.
3. Mark the Notify Me on Project Copy Completion checkbox of you want to be notified when the copy process is completed.
4. Select a number greater than 1 from the Number of New Projects to Create drop-down list.
5. Click the Next button.
   • Step 2 of the wizard opens displaying the number of line items according to the number of projects you are creating.
6. Enter/Select a New Project Number, Name, Division, and Currency for your new project.
   • Optionally, enter a number for each of your new projects.
   • If you are entering information for less projects than you previously chose to create, then only those number of projects are created for which you are entering information.
   • If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox, but do not select the Include Groups checkbox, then only individual users’ and the project team group permissions and notifications will be copied—no other group permissions or notifications will be copied.
   • If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project Team or Include Groups checkbox, then no permissions or notifications will be copied.
7. Click the Next button.
   • Step 3 of the wizard opens.
   • The numeric value next to Projects represents the number of new projects you are creating. Clicking the Details hyperlink opens the Details pop-up window displaying the name, number, and division of the new projects.
8. Select the Checklist items you want to create by marking the appropriate checkboxes.
   • Checklist items are document types and project sections that are available to be copied.
   • The items listed here are available based on your permission to access the referenced document types.
   • You can create non-Constructware checklist items by adding them to the Project Checklist Item Lookup Table.
9. Click the Next button.
   • Step 4, the final step of the wizard opens displaying the project creation confirmation and listing all the Checklist items you selected on the previous step.
10. Click the Finish button to complete the wizard.