1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Setting up and maintaining Advanced project management

Set up activity templates

You can use activity templates to quickly create tasks in the work breakdown structure.

For each activity template, you can define values and estimate lines that are used as default values for work breakdown structure tasks.

If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task.

You can group activity templates to structure the activity templates and make it easier to find the proper activity template.


Project manager Project manager Start Start Set up activity template groups Set up activity template groups You can group activity templates to structure the activity templates and make it easier to find the proper activity template. Procedure 1. Click Advanced project management. 2. Click Activity group template. 3. Click New. 4. In the Activity group template. field, type a value. 5. In the Description field, type a value. 6. Click Save. 7. Close the page. Set up activity templates Set up activity templates You can use activity templates to faster create tasks in the work breakdown structure. For each activity template, you can define values and estimate lines that are used as default values for work breakdown structure tasks. If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task. Procedure 1. Click Advanced project management. 2. Click Activity template. 3. Click New. 4. In the Activity template field, type a value. 5. In the Description field, type a value. 6. In the Activity group field, enter or select a value. 7. In the Category field, enter or select a value. 8. Click Add line. 9. In the Transaction type field, select an option. 10. In the Project category field, enter or select a value. 11. In the Line property field, enter or select a value. 12. In the Quantity field, enter a number. 13. Click Add line. 14. In the Transaction type field, select an option. 15. In the Project category field, enter or select a value. 16. In the Line property field, enter or select a value. 17. In the Quantity field, enter a number. 18. Click Save. 19. Close the page. End End

Activities

Name Responsible Description

Set up activity template groups

Project manager

You can group activity templates to structure the activity templates and make it easier to find the proper activity template.

Set up activity templates

Project manager

You can use activity templates to faster create tasks in the work breakdown structure. For each activity template, you can define values and estimate lines that are used as default values for work breakdown structure tasks. If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task.

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