Copying Bookings with Projects

You can create project templates complete with bookings then copy all bookings from your templates across to the new projects you create from these templates.

The start date of each booking associated with the new project is relative to the project start date and determined based on the start date of the booking associated with the project template relative to the project start date in the template. This feature, in combination with the booking-driven project schedule calculation can save you time staffing your new projects in the project center view.

For more information about booking-driven project schedule calculation, see Basing Project Schedule Calculation on Bookings for a Project.

Note:

Choose the dates judiciously for your project and booking templates so they do not impact utilization or other reporting metrics.

To copy bookings when creating a new project from another project:

Click the Create button, then Projects: Project, from another project ....

The New Project form appears.
Enter or select all required information.
Select a project from the Duplicate phases and tasks from this project dropdown list.
Check the Duplicate bookings box.
Enter or select any additional information as required.
Click Save.