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Hi,
Business requirement:
Use project templates to populate projects - like functionality Project templates from PSA
Create a project template structure and use this templates in projects copy all the info
Project templates atributes to copy:
Project Tasks;
generic Resources assigned to tasks;
Other project entity atributes - custom fields (Multiple line texts)
1st attempt:
use PA to update the entity and create directly project tasks - It´s not possible to create or update project taks directly
2nd attempt:
PA to call the action: msdyn_copyprojectv3 - example: Project Templates in Dynamics 365 Project Operations | proMX
and
Workflow to call the action: msdyn_copyprojectv3
But without sucess: the process of copy stuck in projet task create: "the copy of project tasks it´s in progress... and don´t advance from this.....
If I use the standard buttom in the ribbon copy project works fine but creates another project
Any suggestion? I need your expertise to build the best strategy to develope the best away to accomplish this requirement
Sorry wrong link, here is one little more advanced option that may help:
Hi Pablo,
What do mean by workaround?
In the link above, you are calling the same function that is presenting the issues that we discussed above. In a customization sense that is a workaround from the COPY PROJECT button but you will find the same error.
I ask that you click on 'Yes' to close this question on the Forum please.
Thanks!
No problem!
Yaps, let´s see the response of microsoft team about my ticket - but will be the same.
This option that you present don´t works for me:
Unfortunatle that option will not work.
In my company the projects start in Sales Process: With a request from opty manager - they do this request in the beginning of process, after requirement specification phase. So after this action we have a PA that create a project from the OPTY and a lot of information that are in OPTY goes to the new Estimate/"project".
In this way it´s not possible to create a new "copied" project - first a lot of fields the buttom dont copy (like my custom fields - multiline text field).
It´s a huge requirement that We have. And for now without a solution
Thanks in advance your collaboration and efforts
No, not Yet! I suggest using the Copy Project button.
Include a view called Template, and surface the projects that are 'Templates' there so users go to a specific view to COPY them.
Microsoft will come up with updates on this functionality.
Please, mark this as answered!
Hi JSilva,
I have had the same issue recently, it worked fine in the beginning but it gets stuck in that process and it never finishes.
Open a ticket with Microsoft.
They are studying this case as we speak to bring an update.
Thanks,
Juan Simon
Please, mark this as answered.
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