Dynamics Community Forum Thread Details

Work order related to project

Hi Expert,

I wanna ask related work order - project

any idea to config or setup if i want to create work order and NOT AUTOMATICALLY create SUB PROJECT?

because as you can see above, it says a "when you create a work order on a work order, a unique project ID and a related project activity are automatically created for it.)

The picture above, shows that when we created work order, d365 automatically created sub project, how to stop auto created sub project?

because we don't want manage so many sub project.

Regards,

Thank you

Categories:

Dynamics 365 Supply Chain Management

Hi Rendi R,

1) Issue
- When creating a Work Order in D365 SCM (Asset Management), the system automatically creates a Project ID and related sub-project/activity
- This results in multiple sub-projects being generated for each work order/job
- Requirement is to stop automatic creation of sub-projects, as managing a large number of sub-projects is not desired

2) Reason
- In D365 SCM Asset Management, integration with Project management and accounting is standard behavior

The system is designed so that:
- Each Work Order Job creates a unique project (sub-project/activity)
- This enables:
- Cost tracking
- Revenue/cost posting
- Financial control per asset/work order
- The logic is controlled by:
- Work order project setup in Asset Management
- Parent project configuration
- The automatic creation of sub-projects is core system design, not just a configurable optional feature
- Therefore, each work order/job is tightly linked to a project for accounting purposes

3) Resolution
- There is no standard parameter to completely disable automatic project/sub-project creation
- Possible workaround approaches:

Option 1 (Best practice – reduce project volume):
- Configure a shared parent project
- Ensure multiple work order jobs reuse the same project where possible (e.g., same asset → same project)
- Adjust project structure to reduce fragmentation

Option 2 (Configuration alignment):
- Review:
- Asset Management → Setup → Work order → Project setup
- Project management parameters
- Ensure project grouping logic minimizes unnecessary project creation

Option 3 (Process redesign):
- Evaluate if full Project integration is required
- If detailed cost tracking is not needed:
- Consider alternative costing approach (e.g., ledger-based tracking, depending on requirements)

Option 4 (Customization – only way to fully stop it):
- Modify or extend logic that creates project records during Work Order creation
- Suppress or override project creation logic in classes related to:
- Work order job creation
- Project linkage
- This requires careful design to avoid breaking:
- Cost posting
- Asset management financial integration

Important considerations:
- Disabling or bypassing project creation can impact:
- Cost control
- Financial postings
- Reporting
- Any customization must ensure financial integrity is preserved

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References: