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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP 2015 Project Copy F...
Microsoft Dynamics GP (Archived)

GP 2015 Project Copy Function

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Posted on by Community Member

We have 3 accounting staff members that have permission in GP 2015 to copy a project. Two of them however report that when they complete a project copy, it does not bring budget information along with the copy. The other user is successfully able to complete a project copy that retains the budget information. I have scoured through the permissions and found that the user who can successfully complete the process has all the same permissions as the other two who cannot. There are no error messages involved as the copy does complete, just without the required budget information.

Is there anywhere else other than permissions that this could be a problem?

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: GP 2015 Project Copy Function

    Thanks for responding to this! We ended up going to GP support and they found that some functions of the budget were in a mode that didn't allow for copy. As a work around we were able to switch the budget mode, manually adjust the percentages then move the budget mode back to what it was. After completing this process for each budget value then re-running the copy it would move the budget info with the copy.

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: GP 2015 Project Copy Function

    Hi Mike,

    Please make sure with all your users that all the options are checked when using the 'copy project' feature in Project Accounting.. especially the 'include budget quantity' option.

    Missing this option will not copy over the Budget quantities & amounts from the existing project or project template.

    2017_2D00_07_2D00_17_5F00_074631.png

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