Home > SI 2016 Documentation > User Guide > Projects > Project Explorer > Creating Projects

Creating Projects

Details

 

There multiple ways to create/add Projects in SI 2016 within the Project Explorer.

New Project

 

 

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

 

new_project_wizard_interface.png

 

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 2016. You can import SI 2016 Projects here as well, either ones you've previously exported or Projects you receive from other SI 2016 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. Click here for details.

Last modified
12:51, 24 Feb 2016

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