Project planning overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about project planning.

Set up projects

Manage project budgets and forecasts

Generate and manage project quotations

Project planning business process component forms

The following table lists the forms that support the project planning business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task	Form name	Usage
Set up projects	Beginning balance journal	Create, maintain, validate, post, print, approve, and reject beginning balance journals.
	Cost template	Set up the project cost template. A cost template is a method for outlining the estimate information about fixed-price projects.
	Create a subproject	Create a subproject.
	Create collaboration workspace	Set up a new shared workspace for a project.
	Create estimate	Create an estimate that has a specified estimate date. The estimate includes all transactions that occur on or before the estimate date and which have not been included in any previous estimate.
	Create project	Create a project.
	Delete collaboration workspace	Remove the association between a collaboration workspace and a project and delete the collaboration workspace.
	Delink collaboration workspace	Remove the association between a collaboration workspace and a project but do not delete the collaboration workspace.
	Estimate	Process revenue postings and work in progress (WIP) postings for fixed-price and investment projects that are associated with an estimate project.
	Estimate projects	Define which projects should be categorized as estimate projects. Associate projects with the individual estimate projects.
	Estimate template	Create and maintain cost lines for cost estimates in a project.
	Funding source details	View or update details for a customer, organization, or grant that has been selected as a funding source for a project contract.
	Grant details	Create new grants or maintain the details for existing grants, such as project statements, dates, and deadlines. Enter information about the organization that provided the grant and the staff members who manage it.
	Journal lines for beginning balances	Create transaction lines for a beginning balance journal.
	Journal lines for hours Journal voucher Journal lines, inventory	Create and view individual lines for journals.
	Journal Expense Item	Create, maintain, validate, post, print, approve, or reject journals for hours, expenses, items, and fees.
	Link collaboration workspace	Create an association between a collaboration workspace and a project.
	Microsoft Project Server integration settings	Install and enable integration between Microsoft Dynamics AX and Project Server.
	New project contract	Create a project contract.
	Project contracts	Maintain project contracts. Project contracts contain invoicing information, such as accounts payable information, addresses, and details about which customers, organizations, or grants are responsible for invoice costs. By using a project contract, you can invoice several projects at the same time. A project contract also helps guarantee that the same invoicing procedure is used for each subproject in a project structure.
	Project copy wizard	Create a project that is based on the structure of an existing template project.
	Projects	Create and maintain base data for projects, such as the project number, name, project contract, group, project status, and sales prices. Set up Microsoft Project Server project integration.
	Specify funding rule allocations	Enter a number to represent the percentage of funding that you want a particular funding source to be responsible for.
Manage project budgets and forecasts	Allocate budget	Allocate budget amounts for a specific time period.
	Copy forecasts	Copy one project forecast model to another model, or copy specific transaction types from one model to another.
	Copy forecasts to ledger	Copy a forecast model or specific transaction types from a project forecast model to a general ledger budget model.
	Delete forecasts	Delete a forecast model or delete specific transaction types from a model.
	Forecast models	Create and manage forecast models. A forecast model names and defines a specific forecast.
	Hour forecasts Expense forecasts Item forecasts Fee forecasts On-account forecasts	Enter the expected number of hours, amount of expenses, number and cost of items, fees, or on-account transactions that you expect to invoice to customers for a project.
	Project budget	Create and maintain a project budget. Select forecast models for original and remaining budgets. Submit a budget for approval.
	Project budget allocation	Revise an unapproved budget allocation, or view the budget allocations that have been approved for a project.
	Project budget balances	View the balances of budgeted and actual revenues and costs for a project.
	Project budget carry-forward process	Carry forward any remaining project budget amounts to future years and, optionally, transfer those amounts to the associated general ledger accounts.
	Project budget revision	Make revisions to a previously approved project budget.
	Project budget revision allocation	Change an unapproved budget revision allocation, or view the budget revision allocations that have been approved for a project.
	Project budget revisions	View revisions for an approved original project budget or make changes to the revisions.
	Project management and accounting parameters	Activate and configure default settings for budget control. Define default options for budget overruns for projects. Specify a default forecast model.
	Projects	Configure budget settings for a specific project.
	Workflow history	View details about the status and history of the budget workflow. Reassign a workflow task to another worker or cancel the workflow for a project budget.
Generate and manage project quotations	Alternative quotations	Enter one or more alternative quotations that you want to link to original quotations.
	Cancel quotation	Update a quotation to the status of Canceled.
	Confirm quotation	Confirm that a quotation has been accepted by a customer and update its status to Confirmed.
	Copy from all	Copy information from a purchase order, a purchase agreement, a packing slip, an invoice, or an existing request for quotation (RFQ) to a new RFQ.
	Create quotation	Create a new sales quotation or project quotation for a customer or a prospect.
	Delete quotations	Delete multiple quotations at the same time.
	Letter of guarantee	Create a letter of guarantee request for the vendor and submit it to the bank. After the bank approves the request, the letter of guarantee is issued to the beneficiary.
	Lose quotation	Update the status of a quotation to Lost after it has been rejected by a customer.
	Mass create quotations	Create multiple quotations at the same time.
	Project quotation	Create, modify, and inquire about project quotations for customers or prospects.
	Quotation template groups	Create and maintain quotation template groups.
	Sales quotation	Create, modify, and inquire about sales quotations for customers or prospects.
	Send quotation	Send a sales quotation to a customer and update its status to Sent. A quotation cannot be modified after it is sent to a customer.