Project copy wizard (form) [AX 2012]

Updated: September 11, 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.

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

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

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.

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.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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