Project categories (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Setup > Categories > Project categories.
Use this form to set up project categories for direct and indirect costs, and for customer and vendor retention terms. The settings that you select for a category determine how costs are posted to projects and financial accounts.
Tasks that use this form
Create categories and category groups for projects
Key tasks: Create and maintain indirect costs
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Project |
Select a category group. You can also specify whether the worker ID is required for posting to the active category and define the item sales tax group of the active category group. |
Cost accounts |
Select an account in one of the account type fields on this tab if the account applies for a specific posting type for all projects. The accounts listed on this tab correspond to the accounts listed on the Cost accounts tab in the Ledger posting setup form. |
Revenue accounts |
Select an account in one of the account type fields on this tab if the account applies for a specific posting type for all projects. The accounts listed on this tab correspond to the accounts listed on the Revenue accounts tab in the Ledger posting setup form. |
Buttons
Button |
Description |
---|---|
New |
Create a new project category line. |
Delete |
Delete the selected project category line. |
Setup |
Open a menu that contains the following items:
|
Validation |
Open a menu that contains the following items:
|
Function |
Select one of the following menu items:
|
Transactions |
View the transactions for the selected category. |
Committed costs |
View committed costs for categories. |
Forecast |
Open submenu items to copy or delete a forecast or transfer a forecast to a ledger. |
Project control |
Open submenu items to view projects statements, cost control, invoice control, hour utilization, and cash flow. |
Price |
Enter and activate a cost record for a cost category with a specified costing version, start date, and site. Note This button is available only for categories that are enabled for use in production. |
Fields
Field |
Description |
---|---|
Category ID |
Enter or view the unique identifier for the category. |
Category name |
Enter a more descriptive name for the category that is no more than 30 characters long. |
Use in Expense |
Select this check box to include this category in Expense management. |
Use in Production |
Select this check box to include this category in Production. |
Category group |
Select a category group. Category groups are specified in the Category groups form. |
Transaction type |
View the transaction type of the category. The transaction type is inherited from the transaction type of the category group. All categories in a category group have the same transaction type. |
Item sales tax group |
Optional: Select an item tax group. If you select an item sales tax group here, it will be available as a default for the item sales tax group property on transactions. |
Worker |
Determine whether the worker ID is required for journal transactions. Note
|
Estimate |
Select this check box to use the category for estimates. |
Subscription |
Select this check box to use the category for subscription. |
Indirect cost component |
Select this check box to specify that the selected category is used to calculate indirect costs. An indirect cost is not directly attributable to the production of an item or the performance of a service for the project. When you assign a category for indirect costs to a project, the expenses that are associated with the category are allocated as indirect costs to the project. Note If you set up a category for indirect costs, you cannot associate the category with direct costs on a project. |
Customer payment retention |
Select this check box to set up a project category to add customer payment retention terms to a project. Your system administrator must create a customer payment retention category, and the category must be assigned a Fee transaction type. Note The Customer payment retention check box is displayed only if you select a customer retention category in the category list. |
Absence |
Select this check box to use the current project category for worker absences. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2. |
Active in journals |
Select this check box to set the category as active. |
Default |
Select a default line property. |
See also
Configuring category groups, categories, and cost templates
Index subscription (class form)
Update and index subscription sales prices
About indirect costs for projects
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