Building a Project Plan by Copying Existing Projects or Subprojects—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Creating Project

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the exercises below.

  1. Create a project ID as your target project. This project can be empty, with no subprojects or activities.
  2. Save your changes.

General exercise for Creating Projects

Building Project Structure, Allocating Resources and Defining Project Deliverables

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the exercises below. It would be appropriate if activities in your source project have allocated resources and/or connected project deliverables.

  1. Create a project ID as your source project, if this has not already been done. The source project should contain subprojects and activities.
  2. In your source project, allocate some resources to some activities.
  3. In your source project, connect some objects to some activities by defining project deliverables such as tasks or document packages.
  4. As an alternative to steps 1–3 above, use Project P100 as your source project.

General exercise for Building a Project Plan
General exercise for Assigning Resources and Analyzing Resource Capacity

General exercise for Creating and Connecting Tasks and Connecting Document Packages to Activities

Main Exercise

Purpose: The purpose of these exercises is to show you how to build a project plan by copying an existing project or subproject.

Windows:
Projects
Project Navigator

Copying Existing Projects

Note: In the following exercises, the project to which you are copying is referred to as the target project. The project from which you are copying is referred to as the source project.

  1. Open the Projects window. 
  2. Query for your target project. 
  3. Select your project, right-click, and then click Copy Project to open the wizard.
  4. Enter the desired source project ID, or select it from the List of Values. For example, you can use Project P100.
  5. You can rename the subproject structure by replacing the subproject ID's prefix. For example, if P100 is the source project that you are copying, you can replace the prefix S with SP.
  6. Enter a project start date, which is the early start date for the target project's earliest activity.
  7. Select the values in the source project (Actual, Used, Estimated, Planned or Baseline values) that should be copied to your target project's estimated values. 
  8. Select the check boxes to indicate the data that you want to copy from the source project, for example resources, tasks or document packages.
  9. If you have selected the Project Quotation List, Miscellaneous Demand, or Delivery Project check boxes, enter a valid site. This site must be associated with your target project company. Enter for example, your site XX01 where XX is your initials. If not already done, this site will be connected to the target project.
  10. If the source project has a delivery project attached, click Next to see more data options to copy. Select the check boxes to indicate the data that you want to copy from the source project.
  11. Click Finish to copy the project. A message appears indicating that the project structure has been successfully copied to your target project.
  12. Click OK.
  13. Select the target project, right-click, and then click Project Info to open the Project Navigator window populated with your project.
  14. Verify that the subproject structure, activities, and activity information have been correctly copied into the target project.

Copying Existing Subprojects

  1. Open the Project Navigator window. Query for your target project.
  2. Select the desired subproject or project node in the project Navigator.

Note: You must select the Project icon in the Navigator if you want to place the copied subproject directly under the project. If a subproject is selected, the copied subproject will be placed under the selected subproject. You cannot select an activity.

  1. Right-click and click Copy Sub Project to open the wizard.
  2. Enter the desired source project ID, or select it from the List of Values. You can also copy a subproject in your target project. In this case, enter your target project ID as the source project.
  3. Enter the desired subproject ID from the source project, or select it from the List of Values.
  4. You can rename the subproject structure by replacing the subproject ID's prefix. Note that you must rename the subproject structure if the source is the same as the target project. (Each subproject ID in a project must be unique.)
  5. Enter a project start date, which is the early start date for the target project's earliest activity.
  6. Select the values in the source subproject (Actual, Used, Estimated, Planned or Baseline values) that should be copied to your target project's estimated values.
  7. Select the check boxes to indicate the data that you want to copy from the source subproject.
  8. If you have selected the Project Quotation List or Miscellaneous Demand check boxes, enter a valid site. If not already done, this site will be connected to the target project.
  9. Click Finish to copy the subproject.
  10. If you are copying a subproject in your target project, you are prompted to indicate whether you want to continue even though the source is the same as the target project. Click Yes. A message appears indicating that the subproject has been successfully copied to your target project.
  11. Click OK.
  12. Verify that the subproject structure, activities, and activity information have been correctly copied into the target project.