Home > SI 2017 Documentation > User Guide > Projects > Project Explorer > Creating Projects

Creating Projects



There multiple ways to create/add Projects in SI 2017 within the Project Explorer.

New Project



The New->Project function will open the New Project Wizard:



Click here for details.

New Project From Template



The New->From Template function allows you to create a project based off of a saved template. Click here for details.


To create a Template, simply select an existing Project in the Project Explorer and click the [Template] button:



You will be prompted to name the Template as well as add a description. You can choose whether or not to import any additional files like Visio or AutoCAD drawings:



Clone Project



The Clone function will make a copy of the selected Project. Click here for details.

Import Project



The New->Import Project function allows you to import legacy SI5.5 Projects into SI 2017. You can import SI 2017 Projects here as well, either ones you've previously exported or Projects you receive from other SI 2017 users outside of your company. This is also how you can import Sample Projects. Click here for details.

New Project from Mobile Quote



This allows you to to create a Project from a Mobile Quote. This will open a dialog prompting you to choose a Quote that has been synced from Mobile Quote to SI.


choose quote.png


Click here for details.

New Project from Integration



This allows you to to create a Project from a Third-Party Integration with SI. Click here for details.

Last modified


This page has no custom tags.


This page has no classifications.