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Create a New Project

Cheryl Wetherington -

Article: Creating a new project

Creating a new Project is simple. You have 2 options to begin:

  1. Just click on the  New Project icon in the toolbar; or 
  2. Click on the + tab next to your active project tabs 
Create_New_Project.png

A "New Project Settings" wizard will appear: 

 

Simply enter a Name for the Project then click on the Next button. 

Viewpath allows you to choose to: 

  • Create a brand new project - Creates a blank project with no tasks or resources.
  • Create a project from an existing project - Creates a copy of an existing project. You can select a new Start Date and choose whether to also duplicate the Resources list from that project.
  • Create a project using a template - Creates a copy of a template. You can select a new Start Date and choose whether to also duplicate the Resources list from that template.
New_Project_Settings.png

Simply select your choices throughout the wizard and click on the "Next" button. 

  1. Import Resources: The last step of the New Project wizard when creating a duplicate of an existing Project or Template is the "Import Resources" page. You are given three options:
  2. Import All Resources - Will import all Resources from the Template/Project
  3. Import Assigned Resources - Will import only those Resources that have been assigned one or more tasks within the Template/Project. Those Resources that do not have assigned tasks will not be imported.
  4. None - Will not import any resources from the Template/Project.
New_Project_Settings2.png

When the project is created, it will open in a new tab across the top and display the project contents. 

TIP: You can use placeholders in the Resource list on a Template and assign them to individual tasks. When you create a new Project based on that Template, simply change the name and email address in the Resources tab and the assigned tasks will now be assigned to that Resource!

Placeholders.png

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