Initialize a Project (v8.xx)

Initialize a Project (v8.xx)

It is possible to initialize or re-initialize a project. This is a way to bring a project back to zero. This is very helpful with projects that are periodically re-executed. This function is also very useful when creating a new project or project template from an existing project.


This function is going to browse through all of the project’s elements and re-initialize them. This includes all tasks, deliverables, costs and workflows. Only the initial values will be saved.


To initialize a project:


  • Open the project description

  • Click "Actions" on the menu bar and choose "Initialize"



  • A dialog box will open asking you to confirm the action. Choose "Yes" to continue



  • Enter the year of the new start. If the project had originally started in 2010, by entering 2012 all of the new initial project dates will be moved ahead with a new project’s start date set to January 1st.





To reflect changes in all tasks and deliverables documents, the plan (Gantt chart) must then be edited and saved.

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