Projects

Generate the next occurrence of a project

You can manually generate the next occurrence of an existing project or set up projects to automatically generate based on the project template generation method settings.

Before you start

Make sure you're assigned to a permission group that has
Project Manager
 enabled.

Generate the next project

Manually
  1. In Onvio Centre, select
    Projects
    .
  2. Tick each project you want to generate the next occurrence, then select
    Generate Next
     in the toolbar.
  3. The new occurrence of the project will appear in the list.
note
When you generate a new project occurrence, Onvio pulls the value for the
Application
 field from the previous instance of the project, rather than from the project template.
Automatically
Projects will automatically generate based on the generation method settings on the project template.
When you create a project template, choose
When the current is complete
 or
Specified days until the next due date
 in the
Generation Method
 field to automatically generate the next occurrence of the project.

This article applies to:

  • Product: Onvio
  • Audiences: Staff