web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to set Project rul...
Finance | Project Operations, Human Resources, ...
Unanswered

How to set Project rules for project stage "Created"

(0) ShareShare
ReportReport
Posted on by Akbarpasha

Hi All,

We have a intergration section where process is working fine for project stage "In-process" , not for project stage "Created".

our client wants the process should work for project stage "Created" as well.

we found the project rule set for "In-process"stage, we wanted to have the same rules for "Created" stage as well but we are unable to edit the below radio buttons to have "yes".

how we can make it enable as "Yes" please advise.

Project stage "In-process" project rules:

pastedimage1665134834451v1.png

Project stage "Created" rules - Below setups we wanted to make "Yes" hilighted in red:

pastedimage1665134883560v2.png

Please advise.

Regards,

Akbar

I have the same question (0)
  • GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: How to set Project rules for project stage "Created"

    Hi Akbarpasha,

    I think this is the standard behavior. Above mentioned radio button will not be enabled for project status created.

    So you need to change the project status from "Created" to "In process".

    Thanks,

    Girish S.

  • Akbarpasha Profile Picture
    Akbarpasha on at
    RE: How to set Project rules for project stage "Created"

    Hi Girish,

    Yes, everytime we cannot make a project stage change to "In-process" as there is a schdeuled batch job for integration process, so we wanted to make the same setups for "Created" similar to "In-process" stage, is it possible for project rules update?

    Please advise.

  • GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: How to set Project rules for project stage "Created"

    Hi Akbarpasha,

    Updating project stage will be one time process.

    Does your integration creates a new project in d365?

    Thanks,

    Girish S.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,397 Super User 2025 Season 2 on at
    RE: How to set Project rules for project stage "Created"

    Hi Akbarpasha,

    If you don't need the 'Created' stage, you can disable them in the setup for the project types. Then a new created project will get the first active stage. You can also consider using a user defined status if you need two different stages and enable the options.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,028

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 878 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 579 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans