This procedure allows you to create a new estimate project using the selected estimate project as a source project. The new project contains the source project's structure and estimates transactions. After the estimate project is created, a log entry appears on the Log tab and an email notification is sent to the project creator to confirm that the project was successfully created.
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Click the Actions list and select Create Estimate Project from Estimate Project.
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Click the Estimate Source Project ellipsis to select the required estimate source project.
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Type the required Project Name.
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Click the Security Organization ellipsis to select the security organization. By default, the Organization appears.
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(Optional) Type the Comment.
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Click the Run button. The Create Estimate Project from Estimate Project confirmation box appears.
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Click the OK button.
To view the log entry, click the Project ID hyperlink and click the Log tab in the Project Details panel.