Project copy wizard (form)

Article
09/17/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Project tab, in the New group, click Copy project.

Use this wizard to copy an existing project structure that is defined in a template project to a new project. Using the wizard is especially useful for copying the structure of a parent project and all of its subprojects. However, not all components of the source project can be copied by using the wizard. For example, worker assignments and item requirements are not copied.

After you create a project by using the template, you can modify some of the details in the new project.

Task that uses this form

Create a project

Navigating the form

The following tables provide descriptions for the controls in this form.

Pages

Page	Description
Project parameters	Enter the project number or template to copy, and enter a name for the new project.
Copy general information	Update general project information, and select a project contract and customer to associate with this project. Note Any changes to the fields on this page overwrite the corresponding entries in the template project.
Copy address	View delivery and contact information for the new project. Note Any changes to the fields on this page overwrite the corresponding entries in the copied template project.
Copy sorting and dimension	View the sorting fields and dimensions of the new project. Note Any changes to the fields on this page overwrite the corresponding entries in the template project.
Copy relations	View the values to be copied from the project. Note Any changes to the check boxes on this page overwrite the corresponding entries in the copied template project.
Edit project	Edit or view information for the project about to be copied.

Buttons

Button	Description
Select all	Select all base values to be copied.
Clear all	Clear all selected check boxes for copying.
View existing	View projects that have already been created.
New...	Create a new project contract to associate with the new project.

Fields

Field	Description
Template	Select the ID of the template project to use as the basis for the structure of the new project. A template project is a project that has been enabled for you to select in this wizard. By adopting the structure of this existing project in the new project, you can reduce the amount of time it takes to set up the new project. You can modify the new project to meet your needs. For more information, see Configure a project as a project template.
Parent project	Enter a parent project to which you can attach the newly created subprojects.
New project	Enter a new project to copy the template to. This does not require a parent project. However, if you enter a parent project, the form automatically uses a new project that is based on the format of the copied template project.
Naming	Select the type of name for the new project.
Project name	Enter the new project name.
Project group	The project group.
Sales manager	Select a sales manager for the new project. This selection can be changed later.
Project manager	Select a project manager for the new project. This selection can be changed later.
Project controller	Select a project controller for the new project. This selection can be changed later.
Projected start date	Enter the projected start date for the project.
Actual start date	Enter the actual start date for the project.
Projected end date	Enter the date that the project is expected to end.
Extension date	Enter the date when the projected end date was moved.
Actual end date	Enter the actual end date for the project.
Sales tax group	Select the sales tax group for the project.
Price group	Select the price group for the project.
Method	Select how to create the project contract.
Project contract ID	Select the ID of the project contract that is associated with the new project.
Customer account	The customer account number that is attached to the project contract.
Copy address	Select this check box to copy the address to the new project.
Delivery name	Enter a name for delivery.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
E-mail	Enter the email address of the customer who is attached to the project.
Sort field 1	Select the materials involved or the type of project.
Sort field 2	Select the country/region for the project.
Sort field 3	Select the size of the project.
Activities	Select this check box to copy activities to the new project.
Line property setup	Select this check box to copy the line property setup to the new project.
Ledger posting setup	Select this check box to copy the ledger posting to the new project.
Categories	Select this check box to copy the categories to the new project.
Workers	Select this check box to copy employees to the new project.
Sales price - hour	Select this check box to copy an hour-type sales price to the new project.
Cost price - hour	Select this check box to copy the hourly cost price to the new project.
Sales price - expense	Select this check box to copy an expense-type sales price to the new project.
Sales price - fee	Select this check box to copy a fee-type sales price to the new project.
Sales price - subscription	Select this check box to copy subscription sales prices to the new project.
Default offset accounts	Select this check box to copy the default offset accounts to the new project.
Vendor retention terms	Select this check box to copy information about retaining vendor payments to the new project. For more information about vendor retention, see About vendor payment retention for projects.
Pay when paid	Select this check box to copy vendor pay-when-paid information to the new project. For more information about how to set up pay-when-paid information for a vendor, see About pay-when-paid projects.