Feedback on: EventPro Planner Manual - Initial ConfigurationNew_Event_Wizard_Initial_Configuration_Create_Event_Chapter_4Chapter 4: Create an Event > Create an Event > Initial Configuration /Dear EventPro Planner Documentation Department,
Initial Configuration
The first screen of the New Event Wizard will ask how you want to configure your event: Use an Event Category Template, Use Another Event as a Template or Create a Blank Event.
If you choose to select an event category template or use a past event as a template, information from the past event or event category will be copied into the current event. This information can include a timeline of standard actions, budget, attendee types, functions (including tables and seats), attendee registrations, exhibitor registrations, required resources, booths and letter templates.
If you select this option, the Category and Sub-Category fields under Select Event Category Template & Sub-Category will be enabled.
2.
Select a Category and Sub-Category from the drop-down lists. To learn how to populate these lists by creating event category templates, see Chapter 16: Event Category Templates, Create CategoriesandCreate Sub-Categories.
Select the radio button next to this option and click Next.
2.
In the next screen of the wizard, you will Select the Event You Wish to Duplicate.
3.
Search for the appropriate event. If necessary, you can review the instructions under Chapter 1: Overview, Common Functions: Find a Record. Click to highlight the correct event in the selection grid.
4.
Under Copy Options, select the checkboxes next to the elements you want to copy from the existing event: Contract #, Event Logo, Venues/Hotels/Suppliers, Registrations/Functions, Function Itinerary, Function Tables/Seats, Resource Items, Booths, Booth Detail, Organization Functions, Organization Function Detail, Letter Templates, and Negotiation.
