From the Template page, you can either copy data from a template, from another project, or start with a blank project. The option you select on this screen determines what information will be copied to the new project.

Use Template

Choose to use an existing project template as the basis for the project. All documents within the template project will be copied to the new project. Select the template to use from the Template drop-down list. The list contains standard and custom templates. (If there are no templates, this choice is not available.)

Copy Information From Another Project

Choose to use the data from an existing project as the basis for the new project. Only contacts and cost codes will be copied to the new project. Select the project to use from the Project drop-down list.

Start With Blank Project

Choose to create a project with all new information. Information for all the modules will need to be entered manually.

Notes:

• Settings copied from a template or project become defaults for the remainder of the setup.
• If you choose a project or a template, the users and their security settings are copied to the Add Users section.
• If you choose a project or a template, the new project will copy contacts from the database or project directory based on which directory the project or template uses.
• If you choose a project, only active contacts/companies are copied to the new project. Inactive companies are not.
• If you choose a template, both active and inactive contacts/companies are copied to the new project.

How to access this dialog box:

1. From the Project View, right-click on the top-level folder (All Projects) and select New Project.
2. In the Add Project Dialog Box, click the Templates tab.

   Note: You will need to enter a project name and title before clicking this tab.

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