20/20 Insight GOLD    

Project—Create a Project Using the Template Feature

Projects

1. Click the Projects folder in System Manager.

2. At the file menu, choose File | New | Project.

3. The Create a new Project screen appears.

4. Click Create a project using another project as a template.

5. At the Open screen, choose the name of the project you want to use as the template. In the example above the file is Management Assessment.

6. Click Open.

Projects

7. Deselect the elements you do not wish to use in the new project.

8. Click Next

Projects

9. At the “Enter the name of the new project” box, type the name of the new project. In this example, the title of the project is Management Assessment 2006.

10. Click Done.

11. The Password box appears.

Projects

  • To set a password:
    • Enter and verify your password.
    • Click Done. The project will open automatically.
  • If you don’t want to set a password:
    • Click Done. The project will open automatically.
  • If you have created a password and don't want it anymore:
      • Choose File | Password and leave both fields blank. Click Done.