Projects (form) (Project Management and Accounting Add-in)
Applies To: Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Common > Projects > All projects. Open a project from the project list.
Use this form to create and maintain projects. This form includes information about the project number, name, project contract, resource scheduling, group, project status, and other base data. You can also complete the following tasks:
Plan and manage the stages of a project.
Create subprojects for a parent project.
Set up requirements for skills and attributes for a project.
Identify and schedule skilled workers on a project.
Create an invoice to request an advance payment from a customer.
Manage amounts that are retained by a customer.
Specify retention terms for customer payments for the project.
Specify retention terms for vendors for the project.
Note
These controls are available only if the Project Management and Accounting Add-in is installed.
Task that uses this form
Key tasks: Create a schedule based on a project in Microsoft Dynamics AX 2012
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Vendor agreements |
View information about the terms of the vendor agreements that are specified for the project contract. |
Payment retention terms |
View information about the funding sources for the project contract, and enter information about the retention terms that are specified for the customer for the project contract. Note This FastTab is available only if the funding source is a customer. |
Scheduling |
View information about the scheduling requirements for the project. This information includes the start date and end date, the time that will be required to complete the project, and the number of hours that a worker will require to complete the project. |
Project requirements |
Enter information about the worker skills and attributes that are required for a project. The Project requirements FastTab contains the following tabs:
|
Buttons
Button |
Description |
---|---|
Project stage, on the Project tab in the Maintain group |
Select a project stage to update the current status of the project. The following values are available:
|
Assign resources, on the Plan tab in the Activities group |
Open the Assign resources form, where you can schedule workers for a project or activity. You can also match the skills and education of workers to the requirements for the project. |
Customer advance, on the Manage tab in the Bill group |
Open the Customer advance form, where you can create an invoice that requests a customer advance. |
Work complete history, on the Manage tab in the Related information group |
Open the Work complete history form, where you can view the history for the percentage of work that has been completed on the project contract. |
Resource assignment, on the Control tab in the Resource utilization group |
Open a menu that contains the following items:
|
Fields
Field |
Description |
---|---|
Percentage of work complete, on the General FastTab |
Enter the percentage of work that has been completed on the project. |
Account code, on the Vendor agreements FastTab |
Select the account code that is related to the vendor agreement terms. |
Vendor/Vendor group |
Select the vendor account that is related to the vendor agreement. |
Vendor retention terms |
Select the rule ID for the retention terms that were set up for the vendor. |
PWP threshold percentage |
Enter the percentage of a line item that the customer must pay you before you pay the vendor. |
Funding source, on the Payment retention terms FastTab |
The identification number of the funding source for which you are retaining funds for the project. |
Funding source name |
The full name of the funding source. |
Customer retention terms |
The customer retention terms that are specified in the project contract. |
Contract value, on the Finance FastTab |
The total value of all on-account transactions that are created for the project contract. |
Recognized cost |
Costs that are associated with the recognized revenue. |
Recognized revenue |
Revenue that has been invoiced and posted as income on the project as of the current date. |
Project date |
The date of the customer invoice. |
Sales currency |
The currency code on the customer invoice. |
Description |
A description of the transactions on the customer invoice. |
Amount in transaction currency |
The total amount on the customer invoice. |
Scheduling calendar, on the Scheduling FastTab |
The type of calendar that is used for the project. |
Project start date |
The scheduled start date for a project. |
End date |
The scheduled end date for a project. |
Duration in days |
The time, in days, that is required to complete a project. |
Effort in hours |
The estimated number of worker hours that are required to complete a project. |
Schedule status |
A value that indicates whether a worker has been scheduled. |
Scheduling ignores the calendar of the resource |
A selected check box indicates that the worker is considered for assignment to the project, even if the worker is already assigned to another project. |
Education |
Select how important it is that a worker meet the education requirement for the project activity. |
Skills |
Select how important it is that a worker meet the skill requirement for the project activity. |
Certification |
Select how important it is that a worker meet the certification requirement for the project activity. |
Project experience |
Select how important it is that a worker meet the project experience requirement for the project activity. |
Other worker attributes |
Select how important it is that a worker meet the additional attribute requirement for the project activity. |
Education, on the Education tab of the Project requirements FastTab |
Select the type of education that is required for a worker on this project. |
Description |
The description of the education requirement. |
Required |
Select this check box if the specified level of education is required for the project. |
Importance |
Select a value from None to 6 to represent the importance of the education requirement to the project. |
Skill, on the Skills tab |
Select the type of skill that is required for a worker on this project. |
Certificate type, on the Certification tab |
Select the type of certification that is required for the project. |
Project ID, on the Overview tab of the Project experience tab of the Project requirements FastTab |
Select a project that required the type of experience that is also required for the current project. You can specify a worker’s role and other information about the worker’s experience on the selected project. |
Attribute group, on the Other worker attributes tab |
Select an attribute group that contains the worker skills that you want to add. |
Attribute |
Select an attribute that describes the skill that you want to add. |
Name |
The descriptive name for the attribute. |
See also
Create a project contract to invoice for percentage-of-completion projects
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).