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This two-day instructor-led course provides students with the knowledge and skills to set up the Project management and accounting module of Microsoft Dynamics AX. It also shows students how to create project transactions.
The course focuses on the basic project functionality available in Microsoft Dynamics AX.
This course is intended for people who are on the implementation team, administering or using the Project management and accounting module in Microsoft Dynamics AX. This audience typically includes people who are tasked with assessing business needs and those who advise them on the use, configuration and customization of the application. Additionally, people responsible for training or supporting others in Microsoft Dynamics AX can benefit from this course.
This module provides an overview of the Project management and accounting module in Microsoft Dynamics AX. It describes creating a project, project hierarchies, and activity breakdown structures. It also describes project details, project groups, and project stages.
This module discusses the accounting principles involved with the project types supported in Microsoft Dynamics AX module, Project management and accounting.
This module explains how transaction types are managed and processed in the Microsoft Dynamics AX Project management and accounting module.
This module explains how workers (employees and contractors) use project timesheets to enter and approve hours through the Enterprise Portal or the Microsoft Dynamics AX client.
This module describes how Microsoft Dynamics AX uses two methods to invoice based on the type of project. While time and material (T&M) projects use the invoice proposal form to create invoices based on the transactions posted to the project, fixed-price projects use predefined payment amounts that are based on predefined milestones in the project.
This module explains the project budgeting functionality within Microsoft Dynamics AX. By comparing budget and actuals, your organization can reallocate money and resources to meet budgetary goals.
This module includes inquiries, reports, and statistics forms so you can access information needed to run projects effectively. It also describes the Microsoft Excel and Microsoft Online Analytical Processing (OLAP) integration.
This module provides a reference for the set up of parameters of the Project management and accounting module in Microsoft Dynamics AX. The correct setup is necessary to use this module.
Lab: Create a Project
Lab: Create a Subproject
Lab: Set Report Sort Fields
Lab: Create a Work Breakdown Structure
Lab: Creating and Renaming Project Stages
Lab: Run a Basic Time and Material Project
Lab: Run a Basic Fixed-Price Project
Lab: Create a Cost Project
Lab: Create a New Category Group and Category
Lab: Set Up Prices for a New Contract
Lab: Enter an Invoice Journal
Lab: Create a Project Production Order
Lab: View Project Transactions
Lab: Adjust a Posted Transaction
Lab: Create a Timesheet Workflow
Lab: Create a Timesheet
Lab: Create a New Project Contract
Lab: Create an Invoice Proposal
Lab: Create an On-Account Invoice
Lab: Manage a Project Budget
Lab: Using the Hour Utilization Screen
After completing this course, students will be able to:
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