Creating projects from Cases
Sometimes issues and incidents grow to the point that they become a project and need a little more management and control than is provided through the Case process. You may want to start tracking time and materials, and link purchases to the process. In our example of the New Product Request, when the product is approved, and moved into the formulation stage, product development may want to track the profitability of the development by tracking their time.
To make this process easier, Dynamics AX Cases provide the ability to create new Billing Projects within Project Management directly from the Cases form, which we will show in this recipe.
How to do it...
To create a new billing project from a Case, follow these steps:
Open up the Case that you want to create the billing project.
From the General tab in the ribbon bar, click on the Project button in the Set up group. Select the Create new billing project option:
This will open up the Create project form where you...
