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A question about Copy project

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Posted on by Jacky Qian

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Hi All:

I want to copy a project by using Wizard of Dynamics 365. Why can't I select any option value in Template field? I think the target project is supposed to be appeared in the droplist. But why doesn't it display?

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My steps:

1, Go to Project management and accounting > Projects > All projects
2, Click Copy projct

Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You have to pick a project first that serves as template.

Please select an existing project, open the project hierarchy tab and select the parameter / slider 'project template'.

Once that is done try to run the wizard once again and you should see your template.

Best regards,

Ludwig

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Jacky Qian 460 on at

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Hi Ludwig:

Thanks for your instruction. It's effective.

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