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copy project template

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Posted on by flunte70

When I try to copy a template with "Copy Project" -function, AX add "_0000" to the project I want to copy the structure to?

3884.pastedimage1600689327988v1.png

When I try to remove "_000", by enabling manual assigning of ProjectID's - AX says that I have to have a subproject?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Are you operating AX2012 or D365FO? The form looks like one from AX2012.

Can you also let us know how you opened the form because I cannot read the non-English text.

Many thanks,

Ludwig

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flunte70 5 on at

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Thanks for urgent reply!
Sorry, I have now added a new image in English.
It's AX2012 and I open it by selecting Project management and accounting - All projects and Copy project...

So I need to create the sub-projects as "109515_0001 etc. (without _0000)

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André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at

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Moved to the Dynamics AX forum.

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Ludwig Reinhard Microsoft Employee on at

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Hello flunte70,

It seems that this depends on your project template configuration.

Do you have another template?

Can you share a screenprint of the template configuration?

Many thanks,

Ludwig

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Elsa Guo on at

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Hi,

I think below link can help you about create a project template.

docs.microsoft.com/.../project-templates

thx.

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flunte70 5 on at

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Unfortunately I don't know where I find the template configuration?

But here is a screendump of the Project structure I want to use on the new Project:

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Gunjan Bhattachayya 35,423 on at

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Hi,

Projects can be setup as project templates. Can you go to project "109910" (which you are using as a template and check the sub-projects under it? Is there a sub-project with numbering _0000?

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flunte70 5 on at

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Hi,

There is no _0000 - the structure is as per image:

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Gunjan Bhattachayya 35,423 on at

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Please share a screenshot of the project structure of the parent project (that you are selecting) as well.

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Ludwig Reinhard Microsoft Employee on at

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Hi flunte70,

Can you navigate to

Projects/setup/projects/workbreakdownstructure templates?

The form that I see there looks different from what you share.

Best regards,

Ludwig

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