Project roles (form) [AX 2012]

Updated: October 10, 2012

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

Click Project management and accounting > Setup > Resource scheduling > Project role templates.

Use this form to define the roles that you want workers to fill in projects for your legal entity. Project roles are descriptions of the primary types of tasks that workers can perform in a project. For example, depending on the industry, a project might have roles for software developers and testers, or electricians and drywall hangers.


If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

The following table provides descriptions for the controls in this form.




Enter the name of a role to include in projects for your legal entity.


Enter a description for the project role.

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