Define processes and stages for projects [AX 2012]

Updated: May 24, 2011

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

You can create a process and the stages of a process for projects.

  1. Click Organization administration > Setup > Activities > Process templates.

  2. Click New.

  3. Enter the name of the process and a brief description.

    NoteNote

    A process is automatically marked as active when you create it. If the new process should be inactive, clear the Active check box.

  4. In the Type field, select Project.

  5. Click File > Save.

  6. Click Actions > Create task.

  7. In the Activity name field, enter a name to identify this activity.

  8. On the General FastTab, enter a start and end range, select a priority, and enter a brief description of the activity.

  9. Repeat steps 5 to 7 for additional activities that you want to create.

    NoteNote

    You can assign additional activities to the parent level. You can also assign them as sub-activities to existing activities.


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

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