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Dynamics 365 Community / Forums / Project Operations forum / creation project using...
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creation project using project template

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Posted on by IG-29040720-0 4
Hi can you help me find project template in the Quote line
as per the documentation I could not find project template
 
 I want to create project using project template any help would be great!!!!
 
Categories:
Project Sales
  • Adis Profile Picture
    Adis 2,313 on at
    creation project using project template
    Hey,
     
    I can only show you how it is done in D365 F&O. Maybe its very similar to Project operations and it helps.
     
    You first need to go to a project details page and mark the project as a "Project template" (1).
    Once you start the wizard to copy a project (2) you can select in the drop down only those projects that are marked as "Project template".
     
    Kind regards, Adis

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