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Microsoft Dynamics GP (Archived)

Copy Project from Template

Posted on 23 Feb 2017 21:17:51 by Microsoft Employee

Hello,

I am setting up a new project that will mirror an existing project.  I have selected the existing project and selected Add to Template.  I can see that this was added under Cards - Templates.  However, when I go to enter the new project under Project Maintenance, the Copy from Template option is not available.  How do I enable the Copy from template feature?

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  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on 30 Nov 2017 at 17:27:07
    RE: Copy Project from Template

    Shanna -

    You need to start at the Contract Level. Enter a new contract; you should find the Copy from Template feature available.  Select your template contract, and copy. Once that's done, when you create the new project under the copied contract, you will find copying the Copy from Template feature available at the Project level now.

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