Create a project

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

This topic describes how to create projects in Microsoft Dynamics AX in two ways: by entering formation manually in the Create project form and by using the Project Copy Wizard.

Note

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2, you can create a project by synchronizing data with an existing project in Microsoft Project. For more information, see Create or update a project by using Microsoft Project.

Create a project manually

For Fixed-price and Investment projects, a companion estimate project is created automatically. Note that an estimate project, despite the name, is not a project in the same sense that other Microsoft Dynamics AX projects are. An estimate project serves as a container for the options that specify how revenue is recognized in a project.

  1. Click Project management and accounting > Common > Projects > All projects.

  2. On the Action Pane, on the Project tab, in the New group, click Project.

  3. In the Create project form, in the Project type field, select the type of project to create.

  4. Enter information in the other fields to set up the project.

  5. Click OK.

You can also add subprojects to a project. When you create a subproject, it automatically inherits the project type of the parent project. If necessary, you can change the project type of the subproject. For more information, see Create a subproject.

Copy a project by using a wizard

  1. Click Project management and accounting > Common > Projects > All projects.

  2. On the Action Pane, on the Project tab, in the New group, click Copy project.

  3. Follow the instructions in the wizard to customize your copy of the source project.

Note

You can use the wizard to copy a single project or a project tree structure that includes a parent project and its subprojects. To make a project available as a source to be copied, select the Project template check box on the Project hierarchy tab in the Projects form. To make a project tree structure available for copying, only the parent project must be defined as a project template.

See also

Automatically generate project IDs

Create or link to a collaboration workspace (Project)

Create project (form)

Projects (form)

Project copy wizard (form)

About using the Time and material project type for a fixed-price project