How to create a new Project in Global Setup

 

A.Update using Template>Update existing Worksheets

 

 

1.Select "Control Panel" > "Global Setup" > "Work Center" from the Main Menu.

 

 

2.Select "Template" tab.

 

3.Select a Template from the drop-down list (Annual Admin, Project or Master Annual Admin.)

 

4.Select a Plan Type Template from the drop-down lists.  It will display all tasks on the screen.

 

5.Click on theicon to edit a task.

 

6.Make sure to click on the  icon to save the task.

 

7.Click on the  to update all the existing worksheets.

 

 

B.Update using global worksheet Delete

 

 

1.Select "CONTROL PANEL" > "Global Setup" > "Work Center" from the Main Menu.

 

 

2.Select "Global Creation" tab.

 

3.Go to "Global Worksheet Delete" section.

 

4.In "Select Template Type", click "Annual Admin" or "Project."

 

5.Select one answer from the given options for:

 

Plan Type

Plan Status

Plan Year End

Project Template

Plan Year (Not applicable for Top Level Projects)

 

6.Make sure you click on the  button to delete all the worksheets.