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How to: Use the RapidStart Services Role Center to Track Progress

When you use RapidStart Services, we recommend that you track your work and use the RapidStart Services Role Center as your home page. It provides the correct context for your configuration work. To change your Role Center home page, see How to: Change Role Centers. Choose the RapidStart Profile ID.

As you continue with your work, you can assign each table the status that reflects where you are in the process. Microsoft Dynamics NAV then keeps track of the table status in the Activities part on the Home page.

By default, when you add a table to the configuration worksheet, its status is set to blank. This means that configuration of the table has not begun. This is reflected in the Not Started count in the Activities tile.

For more information about table status options, see Status.

To update the status of a configuration table

  1. In the Search box, enter Configuration Worksheet, and then choose the related link.

  2. On the Home tab, in the Manage group, choose Edit List.

  3. Select a table, and in the Status field, choose the appropriate status.

    For more information about a specific field, select the field, and then press F1.

  4. Choose the OK button.

When you return to the role center Home page, the tiles in the Activities part are updated to reflect your changes.

To track the status of a configuration project

  • Open the RapidStart Services role center Home page.

    In the Configuration Areas part, Microsoft Dynamics NAV tracks the completion statistics for the areas and groups that you have set up in your configuration. If you have not set up any groups or areas, this part has no data.

To see a filtered view of table status

  1. Open the RapidStart Services role center Home page.

  2. In the navigation pane, expand Tables.

  3. To see a list of tables with a particular status, select the appropriate filtered view.

See Also

Other Resources

Status