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Create a Project from a Scenario

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Step-by-Step

How to Create a Project from a Scenario

Follow these steps to create a new project from a scenario:

  1. Click on Estimates in the left-side nav bar.Estimates-Left-Side-Nav.png
  2. On the Estimates page, click on the name of the project estimate from which you’d like to create a project.Estimates-Cilck-Estimate-Name.png
  3. On the Estimates Workbook page, select the winning Scenario (1-5) tab that contains the estimate from which you’d like to create a project.Estimates-Scenario-tabs.png
  4. This is your last opportunity to make any last-minute changes or correct any mistakes that may have been missed. Once a project has been created from an estimate, the estimate is now locked and no further changes can be made.
  5. When you are ready, click Create Project.Estimates-Create-Project-Button.png
  6. This opens the standard Create a New Project page with a corresponding Estimate Preference section. For more information, please see our Create a New Project help article.

WARNING

Once a project has been created from an estimate, the estimate is now LOCKED and cannot be modified or removed. However, if the resulting project is removed or archived, the estimate is once again available for modification or removal

 

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