Home > SI Documentation (v13) > User Guide > Projects > Project Explorer > Creating Projects

Creating Projects

Details

 

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

New Project

 

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

 

npw.png

 

Click here for details.

New Project From Template

 

template button create.png

 

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:

 

template button ribbon.png

 

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:

 

create project from template form.png

 

Clone Project

 

clone button.png

 

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

Import Project

 

import project button.png

 

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

New Project from Mobile Quote

 

mobile quote button.png

 

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 D-Tools Cloud

 

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This allows you to import a Won Opportunity from D-Tools Cloud into SI as a Project. Click here for details.

New Project from Integration

 

integration button.png

 

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

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