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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto Creation of Task ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Auto Creation of Task in Project Operations Module

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Posted on by Prathmesh Walzade 5

Once new project is create, automatically task should be created with predefined task and timelines.

How can i create the same OR can i copy a predefined task to the new project from earlier project with timelines.

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  • Suggested answer
    Sankalp A. Profile Picture
    Sankalp A. 5 on at

    Hello Prathamesh,

    According to the scenario you mentioned regarding creating tasks and timelines from the previous project and copying them into the new one.

    We already have an OOB(Out-of-the-box) feature in which we get a button "Copy Project" on the Project form ribbon.

    pastedimage1680076387577v1.png

    After clicking this button, each and every project task with the estimation and timeline will be copied to a new project.

    Refer to this article link by Microsoft for more information: https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/copy-project 

    If you find this helpful, please do like it.

    Regards,

    Sankalp Angchekar

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